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 | $109,789 | $138,065-20.5% | $123,544-11.1% | $135,375-18.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.86% | 153.68%-142.8pp | 119.20%-108.3pp | 519.73%-508.9pp |
| Employer contribution / active EE | $10,148 | $5,151+97.0% | $4,628+119.3% | $4,779+112.4% |
| Participant deferral / active EE | $6,697 | $6,799-1.5% | $6,426+4.2% | $5,609+19.4% |
| Admin fee / account holder | $1,671 | $10,916-84.7% | $9,284-82.0% | $10,827-84.6% |