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 | $118,558 | $105,859+12.0% | $90,160+31.5% | $147,584-19.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.93% | 37.63%-23.7pp | 34.88%-21.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $5,689 | $4,126+37.9% | $3,318+71.5% | $4,876+16.7% |
| Participant deferral / active EE | $7,520 | $5,733+31.2% | $5,288+42.2% | $5,439+38.3% |
| Admin fee / account holder | $6,902 | $8,046-14.2% | $5,943+16.1% | $10,885-36.6% |