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 6-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 | $112,071 | $202,318-44.6% | $172,739-35.1% | $152,861-26.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.12% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $5,997 | $5,856+2.4% | $5,143+16.6% | $4,762+25.9% |
| Participant deferral / active EE | $5,367 | $5,948-9.8% | $5,198+3.3% | $5,850-8.3% |
| Admin fee / account holder | $2,778 | $17,109-83.8% | $13,954-80.1% | $11,596-76.0% |