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 | $27,141 | $165,335-83.6% | $149,696-81.9% | $158,922-82.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.99% | 348.15%-328.2pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $6,640 | $5,103+30.1% | $4,644+43.0% | $4,761+39.5% |
| Participant deferral / active EE | $11,860 | $7,181+65.2% | $6,842+73.3% | $5,982+98.3% |
| Admin fee / account holder | $8,546 | $10,807-20.9% | $9,309-8.2% | $11,246-24.0% |