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 | $129,964 | $201,272-35.4% | $184,203-29.4% | $145,922-10.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.86% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $12,292 | $7,022+75.0% | $6,427+91.2% | $4,660+163.8% |
| Participant deferral / active EE | $9,225 | $9,806-5.9% | $9,131+1.0% | $6,688+37.9% |
| Admin fee / account holder | $716 | $16,364-95.6% | $13,901-94.9% | $13,397-94.7% |