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 | $79,431 | $104,974-24.3% | $95,585-16.9% | $142,382-44.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 13.35% | 210.33%-197.0pp | 38.56%-25.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $10,795 | $2,779+288.5% | $2,527+327.2% | $4,299+151.1% |
| Participant deferral / active EE | $3,479 | $4,352-20.1% | $4,023-13.5% | $6,507-46.5% |
| Admin fee / account holder | $8,766 | $6,386+37.3% | $6,127+43.1% | $12,624-30.6% |