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 | $104,505 | $165,335-36.8% | $149,696-30.2% | $158,922-34.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.74% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $6,276 | $5,103+23.0% | $4,644+35.1% | $4,761+31.8% |
| Participant deferral / active EE | $9,794 | $7,181+36.4% | $6,842+43.1% | $5,982+63.7% |
| Admin fee / account holder | $8,435 | $10,807-21.9% | $9,309-9.4% | $11,246-25.0% |