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 | $89,642 | $72,071+24.4% | $68,368+31.1% | $137,256-34.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.51% | 353.14%-339.6pp | 292.57%-279.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,926 | $2,788-30.9% | $2,649-27.3% | $4,156-53.7% |
| Participant deferral / active EE | $9,229 | $4,410+109.3% | $4,123+123.9% | $6,407+44.1% |
| Admin fee / account holder | $1,148 | $5,336-78.5% | $5,150-77.7% | $12,270-90.6% |