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 | $103,096 | $167,307-38.4% | $143,757-28.3% | $134,475-23.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 26.05% | 0.46%+25.6pp | -0.04%+26.1pp | 417.96%-391.9pp |
| Employer contribution / active EE | $15,982 | $5,619+184.4% | $4,951+222.8% | $4,740+237.2% |
| Participant deferral / active EE | $11,031 | $6,446+71.1% | $5,637+95.7% | $6,400+72.4% |
| Admin fee / account holder | $30,354 | $18,088+67.8% | $14,673+106.9% | $11,426+165.7% |