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 | $103,994 | $159,602-34.8% | $150,045-30.7% | $142,382-27.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.49% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $12,231 | $4,961+146.6% | $4,693+160.6% | $4,299+184.5% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,117 | $14,846-92.5% | $13,435-91.7% | $12,624-91.2% |