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 | $106,763 | $176,056-39.4% | $159,436-33.0% | $167,490-36.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.85% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $3,746 | $5,297-29.3% | $4,829-22.4% | $4,837-22.6% |
| Participant deferral / active EE | $14,033 | $7,750+81.1% | $7,352+90.9% | $6,341+121.3% |
| Admin fee / account holder | $14,381 | $12,554+14.6% | $10,799+33.2% | $12,309+16.8% |