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 | $85,903 | $177,572-51.6% | $154,803-44.5% | $142,382-39.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.58% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $18,036 | $4,810+274.9% | $4,305+318.9% | $4,299+319.5% |
| Participant deferral / active EE | $8,090 | $6,272+29.0% | $5,540+46.0% | $6,507+24.3% |
| Admin fee / account holder | $5,570 | $16,786-66.8% | $14,329-61.1% | $12,624-55.9% |