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 | $209,949 | $238,490-12.0% | $180,183+16.5% | $142,382+47.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.65% | 33.56%-18.9pp | 27.86%-13.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,549 | $6,143-42.2% | $5,039-29.6% | $4,299-17.4% |
| Participant deferral / active EE | $17,746 | $7,996+121.9% | $6,822+160.1% | $6,507+172.7% |
| Admin fee / account holder | $20,692 | $28,866-28.3% | $19,975+3.6% | $12,624+63.9% |