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 | $78,221 | $86,286-9.3% | $111,297-29.7% | $85,850-8.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.24% | 19.99%-2.7pp | 54.65%-37.4pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,926 | $2,043+92.1% | $2,731+43.7% | $2,565+53.0% |
| Participant deferral / active EE | $5,188 | $3,641+42.5% | $4,487+15.6% | $3,952+31.3% |
| Admin fee / account holder | $341 | $8,188-95.8% | $7,964-95.7% | $6,260-94.6% |