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 | $118,507 | $183,519-35.4% | $155,509-23.8% | $145,922-18.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.30% | 61.17%-33.9pp | 64.67%-37.4pp | 561.29%-534.0pp |
| Employer contribution / active EE | $14,189 | $5,313+167.1% | $4,672+203.7% | $4,660+204.5% |
| Participant deferral / active EE | $6,778 | $6,462+4.9% | $5,626+20.5% | $6,688+1.3% |
| Admin fee / account holder | $1,242 | $19,313-93.6% | $15,912-92.2% | $13,397-90.7% |