See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,341 | $177,572-33.9% | $154,803-24.2% | $142,382-17.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.58% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $19,114 | $4,810+297.3% | $4,305+344.0% | $4,299+344.6% |
| Participant deferral / active EE | $9,647 | $6,272+53.8% | $5,540+74.1% | $6,507+48.2% |
| Admin fee / account holder | $3,463 | $16,786-79.4% | $14,329-75.8% | $12,624-72.6% |