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 | $112,145 | $214,378-47.7% | $200,582-44.1% | $142,382-21.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.53% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,741 | $6,841-45.3% | $6,419-41.7% | $4,299-13.0% |
| Participant deferral / active EE | $11,733 | $9,865+18.9% | $9,331+25.7% | $6,507+80.3% |
| Admin fee / account holder | $1,376 | $17,692-92.2% | $16,305-91.6% | $12,624-89.1% |