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 | $86,013 | $159,934-46.2% | $147,005-41.5% | $145,959-41.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.28% | 98.24%-84.0pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,996 | $5,287-43.3% | $4,934-39.3% | $4,661-35.7% |
| Participant deferral / active EE | $7,426 | $8,427-11.9% | $8,070-8.0% | $6,689+11.0% |
| Admin fee / account holder | $775 | $15,053-94.8% | $13,006-94.0% | $13,398-94.2% |