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 | $120,752 | $176,056-31.4% | $159,436-24.3% | $167,490-27.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.14% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $7,184 | $5,297+35.6% | $4,829+48.8% | $4,837+48.5% |
| Participant deferral / active EE | $12,557 | $7,750+62.0% | $7,352+70.8% | $6,341+98.0% |
| Admin fee / account holder | $14,268 | $12,554+13.7% | $10,799+32.1% | $12,309+15.9% |