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 | $100,938 | $165,984-39.2% | $164,813-38.8% | $145,922-30.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.81% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $12,651 | $5,273+139.9% | $4,341+191.4% | $4,660+171.5% |
| Participant deferral / active EE | $5,083 | $6,959-27.0% | $6,031-15.7% | $6,688-24.0% |
| Admin fee / account holder | $520 | $16,648-96.9% | $12,690-95.9% | $13,397-96.1% |