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 5-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 | $105,261 | $159,602-34.0% | $150,045-29.8% | $142,382-26.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.97% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $8,579 | $4,961+72.9% | $4,693+82.8% | $4,299+99.6% |
| Participant deferral / active EE | $14,333 | $8,310+72.5% | $7,997+79.2% | $6,507+120.3% |
| Admin fee / account holder | $1,688 | $14,846-88.6% | $13,435-87.4% | $12,624-86.6% |