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 | $100,176 | $106,515-6.0% | $96,683+3.6% | $139,434-28.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.74% | 38.43%-24.7pp | 35.69%-22.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $18,606 | $4,103+353.5% | $3,737+397.9% | $4,751+291.6% |
| Participant deferral / active EE | $6,419 | $5,454+17.7% | $4,878+31.6% | $6,710-4.3% |
| Admin fee / account holder | $5,286 | $7,877-32.9% | $6,730-21.5% | $11,403-53.6% |