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 | $92,311 | $179,726-48.6% | $156,263-40.9% | $142,382-35.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.85% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $13,363 | $5,069+163.6% | $4,333+208.4% | $4,299+210.8% |
| Participant deferral / active EE | $9,903 | $6,956+42.4% | $6,158+60.8% | $6,507+52.2% |
| Admin fee / account holder | $3,937 | $17,272-77.2% | $14,255-72.4% | $12,624-68.8% |