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 | $79,096 | $95,266-17.0% | $82,389-4.0% | $142,382-44.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.74% | 25.74%-3.0pp | 28.67%-5.9pp | 217.08%-194.3pp |
| Employer contribution / active EE | $5,367 | $2,991+79.4% | $2,517+113.2% | $4,299+24.8% |
| Participant deferral / active EE | $10,224 | $4,809+112.6% | $4,155+146.1% | $6,507+57.1% |
| Admin fee / account holder | $4,898 | $8,563-42.8% | $7,231-32.3% | $12,624-61.2% |