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 9-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 | $104,321 | $148,534-29.8% | $135,903-23.2% | $139,434-25.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.14% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $4,576 | $5,243-12.7% | $4,856-5.8% | $4,751-3.7% |
| Participant deferral / active EE | $5,060 | $8,100-37.5% | $7,758-34.8% | $6,710-24.6% |
| Admin fee / account holder | $28,308 | $12,400+128.3% | $10,762+163.0% | $11,403+148.3% |