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 | $110,415 | $102,317+7.9% | $146,958-24.9% | $80,856+36.6% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 18.90% | 134.76%-115.9pp | 418.34%-399.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $10,773 | $3,713+190.1% | $4,933+118.4% | $2,755+291.1% |
| Participant deferral / active EE | $14,300 | $6,644+115.2% | $8,070+77.2% | $4,296+232.9% |
| Admin fee / account holder | $6,830 | $7,941-14.0% | $12,998-47.5% | $6,918-1.3% |