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 | $82,798 | $115,882-28.6% | $100,516-17.6% | $158,922-47.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.00% | 34.79%-21.8pp | 30.89%-17.9pp | 302.83%-289.8pp |
| Employer contribution / active EE | $26,701 | $4,103+550.8% | $3,418+681.3% | $4,761+460.8% |
| Participant deferral / active EE | $17,333 | $6,674+159.7% | $6,270+176.5% | $5,982+189.8% |
| Admin fee / account holder | $930 | $10,995-91.5% | $8,081-88.5% | $11,246-91.7% |