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 | $99,656 | $148,534-32.9% | $135,903-26.7% | $139,434-28.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.23% | 79.19%-66.0pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $5,809 | $5,243+10.8% | $4,856+19.6% | $4,751+22.3% |
| Participant deferral / active EE | $17,742 | $8,100+119.0% | $7,758+128.7% | $6,710+164.4% |
| Admin fee / account holder | $672 | $12,400-94.6% | $10,762-93.8% | $11,403-94.1% |