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 | $140,422 | $177,572-20.9% | $154,803-9.3% | $142,382-1.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.90% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,192 | $4,810-12.9% | $4,305-2.6% | $4,299-2.5% |
| Participant deferral / active EE | $10,419 | $6,272+66.1% | $5,540+88.1% | $6,507+60.1% |
| Admin fee / account holder | $534 | $16,786-96.8% | $14,329-96.3% | $12,624-95.8% |