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 | $55,757 | $165,335-66.3% | $149,696-62.8% | $158,922-64.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.64% | 348.15%-337.5pp | 276.60%-266.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $10,093 | $5,103+97.8% | $4,644+117.3% | $4,761+112.0% |
| Participant deferral / active EE | $9,614 | $7,181+33.9% | $6,842+40.5% | $5,982+60.7% |
| Admin fee / account holder | $12,348 | $10,807+14.3% | $9,309+32.6% | $11,246+9.8% |