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 | $99,927 | $109,982-9.1% | $97,226+2.8% | $145,922-31.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.10% | 242.90%-226.8pp | 75.13%-59.0pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,682 | $3,084+19.4% | $2,729+34.9% | $4,660-21.0% |
| Participant deferral / active EE | $9,722 | $4,676+107.9% | $4,264+128.0% | $6,688+45.4% |
| Admin fee / account holder | $1,644 | $6,221-73.6% | $5,654-70.9% | $13,397-87.7% |