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 | $98,621 | $114,381-13.8% | $107,525-8.3% | $142,382-30.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.92% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,681 | $4,015+66.4% | $3,754+78.0% | $4,299+55.4% |
| Participant deferral / active EE | $15,518 | $5,564+178.9% | $5,116+203.3% | $6,507+138.5% |
| Admin fee / account holder | $11,914 | $9,860+20.8% | $8,919+33.6% | $12,624-5.6% |