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 | $127,241 | $148,534-14.3% | $135,903-6.4% | $139,434-8.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.90% | 79.19%-63.3pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,683 | $5,243-10.7% | $4,856-3.6% | $4,751-1.4% |
| Participant deferral / active EE | $10,136 | $8,100+25.1% | $7,758+30.7% | $6,710+51.0% |
| Admin fee / account holder | $4,193 | $12,400-66.2% | $10,762-61.0% | $11,403-63.2% |