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 | $108,708 | $165,335-34.2% | $149,696-27.4% | $158,922-31.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.65% | 348.15%-334.5pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $11,386 | $5,103+123.1% | $4,644+145.2% | $4,761+139.1% |
| Participant deferral / active EE | $6,595 | $7,181-8.2% | $6,842-3.6% | $5,982+10.2% |
| Admin fee / account holder | $6,772 | $10,807-37.3% | $9,309-27.2% | $11,246-39.8% |