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 9-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 | $74,741 | $159,602-53.2% | $150,045-50.2% | $142,382-47.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.54% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $10,775 | $4,961+117.2% | $4,693+129.6% | $4,299+150.6% |
| Participant deferral / active EE | $12,287 | $8,310+47.9% | $7,997+53.6% | $6,507+88.8% |
| Admin fee / account holder | $92,091 | $14,846+520.3% | $13,435+585.5% | $12,624+629.5% |