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 10-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 | $113,192 | $177,572-36.3% | $154,803-26.9% | $142,382-20.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.99% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $17,000 | $4,810+253.4% | $4,305+294.8% | $4,299+295.4% |
| Participant deferral / active EE | $7,116 | $6,272+13.5% | $5,540+28.4% | $6,507+9.4% |
| Admin fee / account holder | $5,980 | $16,786-64.4% | $14,329-58.3% | $12,624-52.6% |