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 | $138,434 | $185,822-25.5% | $169,993-18.6% | $139,434-0.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.62% | 60.50%-42.9pp | 53.37%-35.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $5,901 | $7,590-22.3% | $6,785-13.0% | $4,751+24.2% |
| Participant deferral / active EE | $20,653 | $11,622+77.7% | $10,408+98.4% | $6,710+207.8% |
| Admin fee / account holder | $2,228 | $15,381-85.5% | $12,815-82.6% | $11,403-80.5% |