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 | $103,709 | $165,335-37.3% | $149,696-30.7% | $158,922-34.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.51% | 348.15%-327.6pp | 276.60%-256.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $5,229 | $5,103+2.5% | $4,644+12.6% | $4,761+9.8% |
| Participant deferral / active EE | $10,996 | $7,181+53.1% | $6,842+60.7% | $5,982+83.8% |
| Admin fee / account holder | $10,119 | $10,807-6.4% | $9,309+8.7% | $11,246-10.0% |