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 | $96,622 | $105,126-8.1% | $94,646+2.1% | $139,434-30.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.18% | 38.03%-18.8pp | 156.71%-137.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,000 | $4,106-26.9% | $3,672-18.3% | $4,751-36.9% |
| Participant deferral / active EE | $12,091 | $7,599+59.1% | $7,418+63.0% | $6,710+80.2% |
| Admin fee / account holder | $11,687 | $8,984+30.1% | $7,231+61.6% | $11,403+2.5% |