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 | $99,266 | $93,571+6.1% | $135,903-27.0% | $75,163+32.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.29% | 30.90%-7.6pp | 68.23%-44.9pp | 160.62%-137.3pp |
| Employer contribution / active EE | $6,639 | $3,537+87.7% | $4,856+36.7% | $2,670+148.7% |
| Participant deferral / active EE | $15,040 | $6,404+134.9% | $7,758+93.9% | $4,125+264.6% |
| Admin fee / account holder | $718 | $6,975-89.7% | $10,762-93.3% | $5,651-87.3% |