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 | $129,330 | $109,881+17.7% | $150,045-13.8% | $84,808+52.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.83% | 28.25%-5.4pp | 62.55%-39.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $20,132 | $3,561+465.3% | $4,693+329.0% | $2,631+665.2% |
| Participant deferral / active EE | $16,698 | $6,636+151.6% | $7,997+108.8% | $4,212+296.5% |
| Admin fee / account holder | $11,118 | $8,568+29.8% | $13,435-17.2% | $7,344+51.4% |