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 | $117,050 | $159,602-26.7% | $150,045-22.0% | $142,382-17.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.41% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $17,066 | $4,961+244.0% | $4,693+263.6% | $4,299+297.0% |
| Participant deferral / active EE | $12,713 | $8,310+53.0% | $7,997+59.0% | $6,507+95.4% |
| Admin fee / account holder | $1,836 | $14,846-87.6% | $13,435-86.3% | $12,624-85.5% |