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 | $135,117 | $110,261+22.5% | $95,745+41.1% | $139,434-3.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.92% | 27.11%-16.2pp | 28.35%-17.4pp | 372.94%-362.0pp |
| Employer contribution / active EE | $5,545 | $3,257+70.2% | $2,835+95.6% | $4,751+16.7% |
| Participant deferral / active EE | $8,389 | $4,676+79.4% | $4,245+97.6% | $6,710+25.0% |
| Admin fee / account holder | $3,585 | $6,613-45.8% | $5,678-36.9% | $11,403-68.6% |