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 | $132,909 | $177,572-25.2% | $154,803-14.1% | $142,382-6.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.30% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $9,533 | $4,810+98.2% | $4,305+121.4% | $4,299+121.7% |
| Participant deferral / active EE | $7,929 | $6,272+26.4% | $5,540+43.1% | $6,507+21.8% |
| Admin fee / account holder | $63,895 | $16,786+280.7% | $14,329+345.9% | $12,624+406.2% |