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 | $104,987 | $192,717-45.5% | $142,449-26.3% | $139,434-24.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 9.87% | 17.99%-8.1pp | 19.99%-10.1pp | 372.94%-363.1pp |
| Employer contribution / active EE | $3,327 | $5,806-42.7% | $4,847-31.4% | $4,751-30.0% |
| Participant deferral / active EE | $7,994 | $7,208+10.9% | $6,283+27.2% | $6,710+19.1% |
| Admin fee / account holder | $460 | $15,124-97.0% | $10,011-95.4% | $11,403-96.0% |