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 | $102,555 | $157,256-34.8% | $141,162-27.3% | $152,861-32.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.45% | 64.32%-38.9pp | 71.39%-45.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $5,527 | $5,261+5.1% | $4,735+16.7% | $4,762+16.1% |
| Participant deferral / active EE | $8,970 | $7,109+26.2% | $6,709+33.7% | $5,850+53.3% |
| Admin fee / account holder | $3,484 | $12,120-71.3% | $10,261-66.0% | $11,596-70.0% |