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 | $140,686 | $197,591-28.8% | $177,821-20.9% | $158,922-11.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.25% | 58.76%-25.5pp | 48.32%-15.1pp | 302.83%-269.6pp |
| Employer contribution / active EE | $11,707 | $6,697+74.8% | $5,918+97.8% | $4,761+145.9% |
| Participant deferral / active EE | $13,248 | $8,405+57.6% | $7,714+71.7% | $5,982+121.5% |
| Admin fee / account holder | $33,416 | $15,399+117.0% | $12,427+168.9% | $11,246+197.1% |