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 | $102,569 | $209,336-51.0% | $197,124-48.0% | $137,256-25.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.03% | 48.09%-27.1pp | 44.34%-23.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $20,318 | $6,591+208.3% | $6,227+226.3% | $4,156+388.9% |
| Participant deferral / active EE | $17,963 | $9,614+86.8% | $9,135+96.6% | $6,407+180.4% |
| Admin fee / account holder | $36,020 | $17,308+108.1% | $16,298+121.0% | $12,270+193.6% |