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 | $132,765 | $159,602-16.8% | $150,045-11.5% | $142,382-6.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.19% | 70.24%-55.0pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $15,763 | $4,961+217.8% | $4,693+235.9% | $4,299+266.7% |
| Participant deferral / active EE | $11,158 | $8,310+34.3% | $7,997+39.5% | $6,507+71.5% |
| Admin fee / account holder | $9,248 | $14,846-37.7% | $13,435-31.2% | $12,624-26.7% |