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 | $65,343 | $209,411-68.8% | $178,490-63.4% | $158,922-58.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.30% | 188.75%-171.4pp | 151.07%-133.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,075 | $5,706-11.1% | $5,011+1.3% | $4,761+6.6% |
| Participant deferral / active EE | $12,979 | $5,954+118.0% | $5,202+149.5% | $5,982+117.0% |
| Admin fee / account holder | $8,946 | $17,074-47.6% | $13,984-36.0% | $11,246-20.4% |