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 | $88,914 | $183,519-51.6% | $155,509-42.8% | $145,922-39.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.98% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $8,042 | $5,313+51.4% | $4,672+72.1% | $4,660+72.6% |
| Participant deferral / active EE | $7,071 | $6,462+9.4% | $5,626+25.7% | $6,688+5.7% |
| Admin fee / account holder | $1,606 | $19,313-91.7% | $15,912-89.9% | $13,397-88.0% |