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 | $120,336 | $198,466-39.4% | $170,442-29.4% | $147,584-18.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.85% | 257.29%-242.4pp | 205.93%-191.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,641 | $6,184-73.5% | $5,433-69.8% | $4,876-66.4% |
| Participant deferral / active EE | $6,781 | $5,629+20.5% | $4,939+37.3% | $5,439+24.7% |
| Admin fee / account holder | $15,869 | $16,852-5.8% | $13,880+14.3% | $10,885+45.8% |