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 | $120,660 | $158,817-24.0% | $121,196-0.4% | $135,375-10.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 3.16% | -0.64%+3.8pp | 16.93%-13.8pp | 519.73%-516.6pp |
| Employer contribution / active EE | $6,667 | $5,665+17.7% | $4,022+65.8% | $4,779+39.5% |
| Participant deferral / active EE | $5,509 | $4,005+37.6% | $3,344+64.7% | $5,609-1.8% |
| Admin fee / account holder | $1,376 | $6,512-78.9% | $5,019-72.6% | $10,827-87.3% |