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 | $133,952 | $198,466-32.5% | $170,442-21.4% | $147,584-9.2% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 10.59% | 257.29%-246.7pp | 205.93%-195.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $13,036 | $6,184+110.8% | $5,433+140.0% | $4,876+167.3% |
| Participant deferral / active EE | $10,894 | $5,629+93.5% | $4,939+120.6% | $5,439+100.3% |
| Admin fee / account holder | $266,999 | $16,852+1484.4% | $13,880+1823.6% | $10,885+2352.9% |