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 | $60,158 | $148,534-59.5% | $135,903-55.7% | $139,434-56.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.55% | 79.19%-53.6pp | 68.23%-42.7pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,140 | $5,243-78.3% | $4,856-76.5% | $4,751-76.0% |
| Participant deferral / active EE | $8,628 | $8,100+6.5% | $7,758+11.2% | $6,710+28.6% |
| Admin fee / account holder | $898 | $12,400-92.8% | $10,762-91.7% | $11,403-92.1% |