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 | $87,238 | $177,572-50.9% | $154,803-43.6% | $142,382-38.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.70% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $11,708 | $4,810+143.4% | $4,305+171.9% | $4,299+172.3% |
| Participant deferral / active EE | $14,013 | $6,272+123.4% | $5,540+152.9% | $6,507+115.3% |
| Admin fee / account holder | $4,377 | $16,786-73.9% | $14,329-69.5% | $12,624-65.3% |