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 | $133,922-15.0% | $116,228-2.1% | $142,382-20.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.09% | 147.76%-134.7pp | 90.06%-77.0pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,401 | $3,446+27.7% | $2,994+47.0% | $4,299+2.4% |
| Participant deferral / active EE | $9,510 | $5,672+67.7% | $4,953+92.0% | $6,507+46.1% |
| Admin fee / account holder | $2,486 | $14,945-83.4% | $11,989-79.3% | $12,624-80.3% |