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 9-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 | $101,000 | $185,822-45.6% | $169,993-40.6% | $139,434-27.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.59% | 60.50%-38.9pp | 53.37%-31.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $4,184 | $7,590-44.9% | $6,785-38.3% | $4,751-11.9% |
| Participant deferral / active EE | $21,214 | $11,622+82.5% | $10,408+103.8% | $6,710+216.1% |
| Admin fee / account holder | $3,097 | $15,381-79.9% | $12,815-75.8% | $11,403-72.8% |