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 | $100,383 | $165,335-39.3% | $149,696-32.9% | $158,922-36.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.27% | 348.15%-337.9pp | 276.60%-266.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $3,489 | $5,103-31.6% | $4,644-24.9% | $4,761-26.7% |
| Participant deferral / active EE | $17,562 | $7,181+144.6% | $6,842+156.7% | $5,982+193.6% |
| Admin fee / account holder | $25,446 | $10,807+135.5% | $9,309+173.4% | $11,246+126.3% |