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 | $122,759 | $177,572-30.9% | $154,803-20.7% | $142,382-13.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.20% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $23,574 | $4,810+390.1% | $4,305+447.5% | $4,299+448.3% |
| Participant deferral / active EE | $22,954 | $6,272+266.0% | $5,540+314.3% | $6,507+252.7% |
| Admin fee / account holder | $2,295 | $16,786-86.3% | $14,329-84.0% | $12,624-81.8% |