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 | $104,187 | $159,602-34.7% | $150,045-30.6% | $142,382-26.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.54% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,484 | $4,961-9.6% | $4,693-4.5% | $4,299+4.3% |
| Participant deferral / active EE | $10,423 | $8,310+25.4% | $7,997+30.3% | $6,507+60.2% |
| Admin fee / account holder | $82,614 | $14,846+456.5% | $13,435+514.9% | $12,624+554.4% |