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 | $162,760 | $238,490-31.8% | $180,183-9.7% | $142,382+14.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 11.81% | 33.56%-21.7pp | 27.86%-16.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,599 | $6,143-25.1% | $5,039-8.7% | $4,299+7.0% |
| Participant deferral / active EE | $10,031 | $7,996+25.4% | $6,822+47.0% | $6,507+54.2% |
| Admin fee / account holder | $836 | $28,866-97.1% | $19,975-95.8% | $12,624-93.4% |