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 | $78,029 | $100,970-22.7% | $96,576-19.2% | $137,256-43.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.73% | 38.16%-16.4pp | 38.47%-16.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $5,951 | $3,809+56.2% | $3,553+67.5% | $4,156+43.2% |
| Participant deferral / active EE | $17,446 | $8,286+110.5% | $7,956+119.3% | $6,407+172.3% |
| Admin fee / account holder | $1,502 | $11,312-86.7% | $11,381-86.8% | $12,270-87.8% |