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 | $102,509 | $214,378-52.2% | $200,582-48.9% | $142,382-28.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.80% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,931 | $6,841-27.9% | $6,419-23.2% | $4,299+14.7% |
| Participant deferral / active EE | $12,196 | $9,865+23.6% | $9,331+30.7% | $6,507+87.4% |
| Admin fee / account holder | $14,831 | $17,692-16.2% | $16,305-9.0% | $12,624+17.5% |