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 | $53,276 | $165,335-67.8% | $149,696-64.4% | $158,922-66.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.88% | 348.15%-314.3pp | 276.60%-242.7pp | 302.83%-268.9pp |
| Employer contribution / active EE | $1,579 | $5,103-69.1% | $4,644-66.0% | $4,761-66.8% |
| Participant deferral / active EE | $7,372 | $7,181+2.7% | $6,842+7.8% | $5,982+23.2% |
| Admin fee / account holder | $422 | $10,807-96.1% | $9,309-95.5% | $11,246-96.2% |