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 | $102,371 | $81,208+26.1% | $98,907+3.5% | $79,858+28.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.48% | 60.99%-48.5pp | 196.43%-183.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $5,159 | $1,960+163.3% | $2,689+91.9% | $2,471+108.8% |
| Participant deferral / active EE | $5,059 | $3,265+54.9% | $4,244+19.2% | $3,740+35.3% |
| Admin fee / account holder | $11,693 | $6,013+94.5% | $6,642+76.1% | $5,306+120.4% |