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 | $51,493 | $165,335-68.9% | $149,696-65.6% | $158,922-67.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.84% | 348.15%-319.3pp | 276.60%-247.8pp | 302.83%-274.0pp |
| Employer contribution / active EE | $4,376 | $5,103-14.2% | $4,644-5.8% | $4,761-8.1% |
| Participant deferral / active EE | $17,065 | $7,181+137.6% | $6,842+149.4% | $5,982+185.3% |
| Admin fee / account holder | $10,164 | $10,807-5.9% | $9,309+9.2% | $11,246-9.6% |