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 8-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 | $131,400 | $159,602-17.7% | $150,045-12.4% | $142,382-7.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.35% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $6,033 | $4,961+21.6% | $4,693+28.5% | $4,299+40.3% |
| Participant deferral / active EE | $15,639 | $8,310+88.2% | $7,997+95.6% | $6,507+140.3% |
| Admin fee / account holder | $3,173 | $14,846-78.6% | $13,435-76.4% | $12,624-74.9% |