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 | $97,747 | $165,335-40.9% | $149,696-34.7% | $158,922-38.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.52% | 348.15%-328.6pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,145 | $5,103-58.0% | $4,644-53.8% | $4,761-55.0% |
| Participant deferral / active EE | $7,777 | $7,181+8.3% | $6,842+13.7% | $5,982+30.0% |
| Admin fee / account holder | $12,064 | $10,807+11.6% | $9,309+29.6% | $11,246+7.3% |