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 9-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 | $155,665 | $209,411-25.7% | $178,490-12.8% | $158,922-2.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.22% | 188.75%-179.5pp | 151.07%-141.8pp | 302.83%-293.6pp |
| Employer contribution / active EE | $6,356 | $5,706+11.4% | $5,011+26.9% | $4,761+33.5% |
| Participant deferral / active EE | $11,313 | $5,954+90.0% | $5,202+117.5% | $5,982+89.1% |
| Admin fee / account holder | $2,568 | $17,074-85.0% | $13,984-81.6% | $11,246-77.2% |