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 6-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 | $99,217 | $101,724-2.5% | $164,813-39.8% | $80,856+22.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 45.06% | 16.72%+28.3pp | 69.93%-24.9pp | 35.59%+9.5pp |
| Employer contribution / active EE | $4,490 | $2,953+52.0% | $4,341+3.4% | $2,755+63.0% |
| Participant deferral / active EE | $10,346 | $4,477+131.1% | $6,031+71.5% | $4,296+140.8% |
| Admin fee / account holder | $1,446 | $8,227-82.4% | $12,690-88.6% | $6,918-79.1% |