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 | $69,027 | $177,572-61.1% | $154,803-55.4% | $142,382-51.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.01% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $10,105 | $4,810+110.1% | $4,305+134.7% | $4,299+135.1% |
| Participant deferral / active EE | $10,233 | $6,272+63.2% | $5,540+84.7% | $6,507+57.2% |
| Admin fee / account holder | $897 | $16,786-94.7% | $14,329-93.7% | $12,624-92.9% |