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 | $108,780 | $127,065-14.4% | $113,168-3.9% | $142,382-23.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.70% | 24.03%-13.3pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $9,694 | $3,442+181.6% | $2,975+225.8% | $4,299+125.5% |
| Participant deferral / active EE | $12,184 | $5,716+113.1% | $5,107+138.6% | $6,507+87.2% |
| Admin fee / account holder | $38,723 | $15,736+146.1% | $12,068+220.9% | $12,624+206.8% |