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 | $115,254 | $99,877+15.4% | $84,966+35.6% | $145,922-21.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.80% | 83.76%-70.0pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,116 | $3,231-3.6% | $2,727+14.3% | $4,660-33.1% |
| Participant deferral / active EE | $7,718 | $5,291+45.9% | $4,519+70.8% | $6,688+15.4% |
| Admin fee / account holder | $1,272 | $7,248-82.4% | $6,149-79.3% | $13,397-90.5% |