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 | $89,837 | $159,602-43.7% | $150,045-40.1% | $142,382-36.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.12% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $7,216 | $4,961+45.5% | $4,693+53.8% | $4,299+67.9% |
| Participant deferral / active EE | $15,823 | $8,310+90.4% | $7,997+97.9% | $6,507+143.2% |
| Admin fee / account holder | $18,042 | $14,846+21.5% | $13,435+34.3% | $12,624+42.9% |