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 | $133,866 | $169,161-20.9% | $129,295+3.5% | $145,959-8.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.91% | 14348.07%-14334.2pp | 9429.28%-9415.4pp | 561.95%-548.0pp |
| Employer contribution / active EE | $3,155 | $5,543-43.1% | $4,157-24.1% | $4,661-32.3% |
| Participant deferral / active EE | $11,207 | $4,989+124.6% | $4,169+168.8% | $6,689+67.6% |
| Admin fee / account holder | $1,216 | $9,878-87.7% | $7,665-84.1% | $13,398-90.9% |