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 | $104,090 | $217,402-52.1% | $185,823-44.0% | $167,490-37.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.30% | 148.36%-128.1pp | 122.05%-101.7pp | 478.56%-458.3pp |
| Employer contribution / active EE | $10,343 | $5,873+76.1% | $5,167+100.2% | $4,837+113.8% |
| Participant deferral / active EE | $9,499 | $6,356+49.4% | $5,568+70.6% | $6,341+49.8% |
| Admin fee / account holder | $1,311 | $19,811-93.4% | $16,237-91.9% | $12,309-89.4% |