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 | $99,826 | $198,466-49.7% | $170,442-41.4% | $147,584-32.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.30% | 257.29%-248.0pp | 205.93%-196.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $10,677 | $6,184+72.7% | $5,433+96.5% | $4,876+119.0% |
| Participant deferral / active EE | $7,495 | $5,629+33.1% | $4,939+51.7% | $5,439+37.8% |
| Admin fee / account holder | $351 | $16,852-97.9% | $13,880-97.5% | $10,885-96.8% |