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 6-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 | $100,395 | $177,572-43.5% | $154,803-35.1% | $142,382-29.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.73% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $17,950 | $4,810+273.1% | $4,305+316.9% | $4,299+317.5% |
| Participant deferral / active EE | $11,850 | $6,272+88.9% | $5,540+113.9% | $6,507+82.1% |
| Admin fee / account holder | $5,507 | $16,786-67.2% | $14,329-61.6% | $12,624-56.4% |