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 | $92,210 | $210,648-56.2% | $177,989-48.2% | $145,922-36.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.35% | 385.86%-377.5pp | 294.48%-286.1pp | 561.29%-552.9pp |
| Employer contribution / active EE | $12,472 | $4,565+173.2% | $3,949+215.9% | $4,660+167.7% |
| Participant deferral / active EE | $3,390 | $6,958-51.3% | $6,276-46.0% | $6,688-49.3% |
| Admin fee / account holder | $1,271 | $12,013-89.4% | $10,363-87.7% | $13,397-90.5% |