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 | $120,267 | $209,336-42.5% | $197,124-39.0% | $137,256-12.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.21% | 48.09%-26.9pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,096 | $6,591-37.9% | $6,227-34.2% | $4,156-1.5% |
| Participant deferral / active EE | $18,136 | $9,614+88.6% | $9,135+98.5% | $6,407+183.1% |
| Admin fee / account holder | $6,043 | $17,308-65.1% | $16,298-62.9% | $12,270-50.8% |