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 | $78,120 | $109,327-28.5% | $89,391-12.6% | $158,922-50.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.39% | 345.68%-324.3pp | 245.62%-224.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $4,256 | $3,170+34.3% | $2,586+64.6% | $4,761-10.6% |
| Participant deferral / active EE | $9,134 | $4,598+98.6% | $3,890+134.8% | $5,982+52.7% |
| Admin fee / account holder | $481 | $6,153-92.2% | $4,881-90.1% | $11,246-95.7% |