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 | $93,469 | $113,016-17.3% | $103,476-9.7% | $74,495+25.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 16.35% | 23.24%-6.9pp | 23.90%-7.6pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $6,732 | $4,881+37.9% | $4,672+44.1% | $2,623+156.7% |
| Participant deferral / active EE | $6,630 | $7,279-8.9% | $6,623+0.1% | $4,346+52.6% |
| Admin fee / account holder | $6,407 | $1,709+274.9% | $9,413-31.9% | $1,942+230.0% |