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 | $114,353 | $116,175-1.6% | $93,606+22.2% | $152,861-25.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 28.47% | 35.96%-7.5pp | 32.76%-4.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $2,744 | $3,218-14.7% | $2,718+0.9% | $4,762-42.4% |
| Participant deferral / active EE | $9,364 | $4,603+103.4% | $4,069+130.1% | $5,850+60.1% |
| Admin fee / account holder | $317 | $10,748-97.1% | $7,888-96.0% | $11,596-97.3% |