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 | $143,464 | $177,572-19.2% | $154,803-7.3% | $142,382+0.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.45% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $10,950 | $4,810+127.6% | $4,305+154.3% | $4,299+154.7% |
| Participant deferral / active EE | $5,616 | $6,272-10.5% | $5,540+1.4% | $6,507-13.7% |
| Admin fee / account holder | $6,591 | $16,786-60.7% | $14,329-54.0% | $12,624-47.8% |