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 | $113,321 | $228,332-50.4% | $185,823-39.0% | $158,922-28.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.31% | 40.80%-20.5pp | 35.95%-15.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $28,922 | $4,967+482.3% | $4,087+607.6% | $4,761+507.5% |
| Participant deferral / active EE | $7,563 | $6,415+17.9% | $5,632+34.3% | $5,982+26.4% |
| Admin fee / account holder | $785 | $11,864-93.4% | $9,500-91.7% | $11,246-93.0% |