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 | $210,032 | $228,332-8.0% | $185,823+13.0% | $158,922+32.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.77% | 40.80%-29.0pp | 35.95%-24.2pp | 302.83%-291.1pp |
| Employer contribution / active EE | $31,875 | $4,967+541.8% | $4,087+679.8% | $4,761+569.5% |
| Participant deferral / active EE | $4,447 | $6,415-30.7% | $5,632-21.0% | $5,982-25.7% |
| Admin fee / account holder | $907 | $11,864-92.4% | $9,500-90.5% | $11,246-91.9% |