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 | $59,423 | $183,519-67.6% | $155,509-61.8% | $145,922-59.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.58% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,867 | $5,313-46.0% | $4,672-38.6% | $4,660-38.5% |
| Participant deferral / active EE | $8,137 | $6,462+25.9% | $5,626+44.6% | $6,688+21.7% |
| Admin fee / account holder | $2,269 | $19,313-88.3% | $15,912-85.7% | $13,397-83.1% |