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 | $94,971 | $109,327-13.1% | $89,391+6.2% | $158,922-40.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.63% | 345.68%-330.0pp | 245.62%-230.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,603 | $3,170+13.7% | $2,586+39.3% | $4,761-24.3% |
| Participant deferral / active EE | $10,689 | $4,598+132.5% | $3,890+174.8% | $5,982+78.7% |
| Admin fee / account holder | $1,570 | $6,153-74.5% | $4,881-67.8% | $11,246-86.0% |