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 | $195,057 | $228,332-14.6% | $185,823+5.0% | $158,922+22.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.37% | 40.80%-26.4pp | 35.95%-21.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $21,213 | $4,967+327.1% | $4,087+419.0% | $4,761+345.5% |
| Participant deferral / active EE | $13,375 | $6,415+108.5% | $5,632+137.5% | $5,982+123.6% |
| Admin fee / account holder | $1,658 | $11,864-86.0% | $9,500-82.6% | $11,246-85.3% |