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 | $104,002 | $201,259-48.3% | $184,200-43.5% | $145,959-28.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.38% | 28.98%-13.6pp | 28.80%-13.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,798 | $7,018-60.1% | $6,424-56.4% | $4,661-40.0% |
| Participant deferral / active EE | $8,097 | $9,806-17.4% | $9,132-11.3% | $6,689+21.1% |
| Admin fee / account holder | $525 | $16,372-96.8% | $13,907-96.2% | $13,398-96.1% |