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 | $91,251 | $108,919-16.2% | $100,391-9.1% | $145,922-37.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.35% | 57.88%-41.5pp | 49.20%-32.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $7,005 | $4,419+58.5% | $3,942+77.7% | $4,660+50.3% |
| Participant deferral / active EE | $14,088 | $8,445+66.8% | $8,082+74.3% | $6,688+110.7% |
| Admin fee / account holder | $381 | $9,689-96.1% | $7,899-95.2% | $13,397-97.2% |