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 6-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 | $138,651 | $159,602-13.1% | $150,045-7.6% | $142,382-2.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.42% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $7,172 | $4,961+44.6% | $4,693+52.8% | $4,299+66.8% |
| Participant deferral / active EE | $21,784 | $8,310+162.1% | $7,997+172.4% | $6,507+234.8% |
| Admin fee / account holder | $4,840 | $14,846-67.4% | $13,435-64.0% | $12,624-61.7% |