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 | $33,634 | $201,272-83.3% | $184,203-81.7% | $145,922-77.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.54% | 29.00%-18.5pp | 28.81%-18.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $18,413 | $7,022+162.2% | $6,427+186.5% | $4,660+295.2% |
| Participant deferral / active EE | $16,931 | $9,806+72.7% | $9,131+85.4% | $6,688+153.2% |
| Admin fee / account holder | $100,026 | $16,364+511.3% | $13,901+619.6% | $13,397+646.6% |