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 9-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 | $140,900 | $198,466-29.0% | $170,442-17.3% | $147,584-4.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.91% | 257.29%-241.4pp | 205.93%-190.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $3,058 | $6,184-50.6% | $5,433-43.7% | $4,876-37.3% |
| Participant deferral / active EE | $11,319 | $5,629+101.1% | $4,939+129.2% | $5,439+108.1% |
| Admin fee / account holder | $24,672 | $16,852+46.4% | $13,880+77.7% | $10,885+126.7% |