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 | $113,835 | $132,634-14.2% | $115,768-1.7% | $137,256-17.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.09% | 160.70%-147.6pp | 100.46%-87.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,401 | $3,360+31.0% | $2,940+49.7% | $4,156+5.9% |
| Participant deferral / active EE | $9,510 | $5,619+69.3% | $4,917+93.4% | $6,407+48.4% |
| Admin fee / account holder | $2,486 | $15,028-83.5% | $12,439-80.0% | $12,270-79.7% |