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 | $99,002 | $106,515-7.1% | $96,683+2.4% | $139,434-29.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.20% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $5,180 | $4,103+26.3% | $3,737+38.6% | $4,751+9.0% |
| Participant deferral / active EE | $13,158 | $5,454+141.3% | $4,878+169.7% | $6,710+96.1% |
| Admin fee / account holder | $24,899 | $7,877+216.1% | $6,730+270.0% | $11,403+118.4% |