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 5-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 | $107,921 | $114,381-5.6% | $107,525+0.4% | $142,382-24.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.77% | 242.71%-222.9pp | 181.32%-161.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,687 | $4,015-8.2% | $3,754-1.8% | $4,299-14.2% |
| Participant deferral / active EE | $7,318 | $5,564+31.5% | $5,116+43.1% | $6,507+12.5% |
| Admin fee / account holder | $600 | $9,860-93.9% | $8,919-93.3% | $12,624-95.2% |