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 | $78,662 | $165,335-52.4% | $149,696-47.5% | $158,922-50.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.58% | 348.15%-321.6pp | 276.60%-250.0pp | 302.83%-276.2pp |
| Employer contribution / active EE | $5,340 | $5,103+4.7% | $4,644+15.0% | $4,761+12.2% |
| Participant deferral / active EE | $13,520 | $7,181+88.3% | $6,842+97.6% | $5,982+126.0% |
| Admin fee / account holder | $3,444 | $10,807-68.1% | $9,309-63.0% | $11,246-69.4% |