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 | $142,866 | $201,272-29.0% | $184,203-22.4% | $145,922-2.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.06% | 29.00%-12.9pp | 28.81%-12.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $6,931 | $7,022-1.3% | $6,427+7.8% | $4,660+48.8% |
| Participant deferral / active EE | $12,118 | $9,806+23.6% | $9,131+32.7% | $6,688+81.2% |
| Admin fee / account holder | $23,883 | $16,364+46.0% | $13,901+71.8% | $13,397+78.3% |