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 | $133,803 | $209,336-36.1% | $197,124-32.1% | $137,256-2.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.44% | 48.09%-33.7pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $6,942 | $6,591+5.3% | $6,227+11.5% | $4,156+67.0% |
| Participant deferral / active EE | $16,665 | $9,614+73.3% | $9,135+82.4% | $6,407+160.1% |
| Admin fee / account holder | $79,080 | $17,308+356.9% | $16,298+385.2% | $12,270+544.5% |