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 | $78,741 | $100,773-21.9% | $88,946-11.5% | $142,382-44.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.24% | 70.18%-53.9pp | 57.82%-41.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,682 | $2,918+60.5% | $2,555+83.3% | $4,299+8.9% |
| Participant deferral / active EE | $6,775 | $5,230+29.5% | $4,581+47.9% | $6,507+4.1% |
| Admin fee / account holder | $1,994 | $9,693-79.4% | $8,261-75.9% | $12,624-84.2% |