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 | $117,260 | $106,515+10.1% | $96,683+21.3% | $139,434-15.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.92% | 38.43%-23.5pp | 35.69%-20.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $17,603 | $4,103+329.0% | $3,737+371.1% | $4,751+270.5% |
| Participant deferral / active EE | $10,244 | $5,454+87.8% | $4,878+110.0% | $6,710+52.7% |
| Admin fee / account holder | $415 | $7,877-94.7% | $6,730-93.8% | $11,403-96.4% |