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 | $95,012 | $117,841-19.4% | $102,423-7.2% | $145,922-34.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.01% | 31.65%-22.6pp | 29.32%-20.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $8,724 | $3,615+141.3% | $3,023+188.5% | $4,660+87.2% |
| Participant deferral / active EE | $10,353 | $5,731+80.7% | $5,053+104.9% | $6,688+54.8% |
| Admin fee / account holder | $31,614 | $13,326+137.2% | $9,451+234.5% | $13,397+136.0% |