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 | $104,922 | $165,984-36.8% | $164,813-36.3% | $145,922-28.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.14% | 100.03%-80.9pp | 69.93%-50.8pp | 561.29%-542.1pp |
| Employer contribution / active EE | $6,690 | $5,273+26.9% | $4,341+54.1% | $4,660+43.6% |
| Participant deferral / active EE | $16,683 | $6,959+139.7% | $6,031+176.6% | $6,688+149.5% |
| Admin fee / account holder | $5,052 | $16,648-69.7% | $12,690-60.2% | $13,397-62.3% |