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 | $70,938 | $165,335-57.1% | $149,696-52.6% | $158,922-55.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 386.01% | 348.15%+37.9pp | 276.60%+109.4pp | 302.83%+83.2pp |
| Employer contribution / active EE | $5,186 | $5,103+1.6% | $4,644+11.7% | $4,761+8.9% |
| Participant deferral / active EE | $6,261 | $7,181-12.8% | $6,842-8.5% | $5,982+4.7% |
| Admin fee / account holder | $356 | $10,807-96.7% | $9,309-96.2% | $11,246-96.8% |