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 | $104,437 | $163,101-36.0% | $136,749-23.6% | $142,382-26.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.52% | 27.54%-11.0pp | 24.33%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,940 | $4,117+44.3% | $3,400+74.7% | $4,299+38.2% |
| Participant deferral / active EE | $10,922 | $5,585+95.6% | $4,692+132.8% | $6,507+67.8% |
| Admin fee / account holder | $3,135 | $14,318-78.1% | $11,386-72.5% | $12,624-75.2% |