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 | $102,921 | $148,534-30.7% | $135,903-24.3% | $139,434-26.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.05% | 79.19%-56.1pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $15,722 | $5,243+199.9% | $4,856+223.8% | $4,751+230.9% |
| Participant deferral / active EE | $7,924 | $8,100-2.2% | $7,758+2.1% | $6,710+18.1% |
| Admin fee / account holder | $8,752 | $12,400-29.4% | $10,762-18.7% | $11,403-23.2% |