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 | $132,520 | $159,901-17.1% | $146,958-9.8% | $145,922-9.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.12% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,588 | $5,286-70.0% | $4,933-67.8% | $4,660-65.9% |
| Participant deferral / active EE | $14,568 | $8,428+72.8% | $8,070+80.5% | $6,688+117.8% |
| Admin fee / account holder | $1,144 | $15,044-92.4% | $12,998-91.2% | $13,397-91.5% |