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 | $105,890 | $114,381-7.4% | $107,525-1.5% | $142,382-25.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.69% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $15,565 | $4,015+287.7% | $3,754+314.7% | $4,299+262.0% |
| Participant deferral / active EE | $6,182 | $5,564+11.1% | $5,116+20.9% | $6,507-5.0% |
| Admin fee / account holder | $7,304 | $9,860-25.9% | $8,919-18.1% | $12,624-42.1% |