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 | $103,662 | $77,634+33.5% | $156,549-33.8% | $62,891+64.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.70% | 50.32%-40.6pp | 32.23%-22.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $5,447 | $3,444+58.2% | $5,501-1.0% | $2,281+138.8% |
| Participant deferral / active EE | $5,042 | $3,045+65.6% | $4,871+3.5% | $3,203+57.4% |
| Admin fee / account holder | $2,694 | $5,561-51.6% | $13,027-79.3% | $4,296-37.3% |