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 | $96,936 | $209,411-53.7% | $178,490-45.7% | $158,922-39.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.77% | 188.75%-173.0pp | 151.07%-135.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $7,151 | $5,706+25.3% | $5,011+42.7% | $4,761+50.2% |
| Participant deferral / active EE | $14,625 | $5,954+145.6% | $5,202+181.2% | $5,982+144.5% |
| Admin fee / account holder | $1,145 | $17,074-93.3% | $13,984-91.8% | $11,246-89.8% |