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 | $134,559 | $214,378-37.2% | $200,582-32.9% | $142,382-5.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.44% | 46.41%-16.0pp | 42.33%-11.9pp | 217.08%-186.6pp |
| Employer contribution / active EE | $3,010 | $6,841-56.0% | $6,419-53.1% | $4,299-30.0% |
| Participant deferral / active EE | $9,449 | $9,865-4.2% | $9,331+1.3% | $6,507+45.2% |
| Admin fee / account holder | $945 | $17,692-94.7% | $16,305-94.2% | $12,624-92.5% |