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 6-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 | $104,519 | $111,535-6.3% | $105,223-0.7% | $137,256-23.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.31% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,012 | $3,939-48.9% | $3,689-45.5% | $4,156-51.6% |
| Participant deferral / active EE | $13,065 | $5,500+137.6% | $5,072+157.6% | $6,407+103.9% |
| Admin fee / account holder | $530 | $9,721-94.5% | $8,859-94.0% | $12,270-95.7% |