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 | $101,801 | $177,572-42.7% | $154,803-34.2% | $142,382-28.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.25% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $7,425 | $4,810+54.3% | $4,305+72.4% | $4,299+72.7% |
| Participant deferral / active EE | $5,195 | $6,272-17.2% | $5,540-6.2% | $6,507-20.2% |
| Admin fee / account holder | $547 | $16,786-96.7% | $14,329-96.2% | $12,624-95.7% |