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 | $135,916 | $115,882+17.3% | $100,516+35.2% | $158,922-14.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 26.05% | 34.79%-8.7pp | 30.89%-4.8pp | 302.83%-276.8pp |
| Employer contribution / active EE | $7,933 | $4,103+93.4% | $3,418+132.1% | $4,761+66.6% |
| Participant deferral / active EE | $8,967 | $6,674+34.3% | $6,270+43.0% | $5,982+49.9% |
| Admin fee / account holder | $989 | $10,995-91.0% | $8,081-87.8% | $11,246-91.2% |