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 7-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 | $221,061 | $94,752+133.3% | $112,887+95.8% | $139,434+58.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 40.88%-27.6pp | 34.10%-20.9pp | 372.94%-359.7pp |
| Employer contribution / active EE | $18,322 | $4,625+296.1% | $4,563+301.5% | $4,751+285.7% |
| Participant deferral / active EE | $7,687 | $6,512+18.0% | $6,513+18.0% | $6,710+14.6% |
| Admin fee / account holder | $4,132 | $8,527-51.5% | $7,047-41.4% | $11,403-63.8% |