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 | $100,122 | $51,175+95.6% | $70,515+42.0% | $75,163+33.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 15.87% | 30.02%-14.2pp | 32.77%-16.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $7,791 | $1,826+326.6% | $2,973+162.0% | $2,670+191.8% |
| Participant deferral / active EE | $5,412 | $2,849+89.9% | $4,567+18.5% | $4,125+31.2% |
| Admin fee / account holder | $1,434 | $4,091-65.0% | $6,412-77.6% | $5,651-74.6% |