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 | $102,655 | $148,534-30.9% | $135,903-24.5% | $139,434-26.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.06% | 79.19%-65.1pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,021 | $5,243-42.4% | $4,856-37.8% | $4,751-36.4% |
| Participant deferral / active EE | $14,702 | $8,100+81.5% | $7,758+89.5% | $6,710+119.1% |
| Admin fee / account holder | $941 | $12,400-92.4% | $10,762-91.3% | $11,403-91.8% |