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 | $74,114 | $77,419-4.3% | $69,455+6.7% | $152,861-51.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 20.33% | 39.06%-18.7pp | 28.97%-8.6pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,067 | $3,315-7.5% | $2,779+10.4% | $4,762-35.6% |
| Participant deferral / active EE | $25,000 | $4,414+466.4% | $3,535+607.1% | $5,850+327.3% |
| Admin fee / account holder | $709 | $6,207-88.6% | $3,839-81.5% | $11,596-93.9% |