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 | $91,042 | $177,572-48.7% | $154,803-41.2% | $142,382-36.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.71% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,945 | $4,810-18.0% | $4,305-8.4% | $4,299-8.2% |
| Participant deferral / active EE | $7,957 | $6,272+26.9% | $5,540+43.6% | $6,507+22.3% |
| Admin fee / account holder | $100,548 | $16,786+499.0% | $14,329+601.7% | $12,624+696.5% |