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 | $118,019 | $159,602-26.1% | $150,045-21.3% | $142,382-17.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.19% | 70.24%-53.0pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $11,429 | $4,961+130.4% | $4,693+143.5% | $4,299+165.8% |
| Participant deferral / active EE | $10,189 | $8,310+22.6% | $7,997+27.4% | $6,507+56.6% |
| Admin fee / account holder | $2,857 | $14,846-80.8% | $13,435-78.7% | $12,624-77.4% |