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 | $109,095 | $111,754-2.4% | $103,333+5.6% | $145,922-25.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.78% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $6,262 | $4,212+48.7% | $3,868+61.9% | $4,660+34.4% |
| Participant deferral / active EE | $9,386 | $5,619+67.1% | $5,057+85.6% | $6,688+40.3% |
| Admin fee / account holder | $443 | $9,750-95.5% | $8,355-94.7% | $13,397-96.7% |