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 | $92,444 | $159,602-42.1% | $150,045-38.4% | $142,382-35.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.23% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $11,197 | $4,961+125.7% | $4,693+138.6% | $4,299+160.4% |
| Participant deferral / active EE | $33,308 | $8,310+300.8% | $7,997+316.5% | $6,507+411.9% |
| Admin fee / account holder | $9,277 | $14,846-37.5% | $13,435-31.0% | $12,624-26.5% |