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 | $106,905 | $159,602-33.0% | $150,045-28.8% | $142,382-24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 34.25% | 70.24%-36.0pp | 62.55%-28.3pp | 217.08%-182.8pp |
| Employer contribution / active EE | $9,140 | $4,961+84.3% | $4,693+94.8% | $4,299+112.6% |
| Participant deferral / active EE | $18,167 | $8,310+118.6% | $7,997+127.2% | $6,507+179.2% |
| Admin fee / account holder | $1,270 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |