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 | $227,023 | $127,065+78.7% | $113,168+100.6% | $142,382+59.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.84% | 24.03%-9.2pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,439 | $3,442-0.1% | $2,975+15.6% | $4,299-20.0% |
| Participant deferral / active EE | $12,248 | $5,716+114.3% | $5,107+139.8% | $6,507+88.2% |
| Admin fee / account holder | $1,796 | $15,736-88.6% | $12,068-85.1% | $12,624-85.8% |