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 | $93,596 | $159,602-41.4% | $150,045-37.6% | $142,382-34.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.79% | 70.24%-55.4pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $11,893 | $4,961+139.7% | $4,693+153.4% | $4,299+176.6% |
| Participant deferral / active EE | $10,644 | $8,310+28.1% | $7,997+33.1% | $6,507+63.6% |
| Admin fee / account holder | $1,042 | $14,846-93.0% | $13,435-92.2% | $12,624-91.7% |