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 | $98,931 | $103,376-4.3% | $87,100+13.6% | $152,861-35.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 15.28% | 28.10%-12.8pp | 28.19%-12.9pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,841 | $3,220-11.8% | $2,521+12.7% | $4,762-40.4% |
| Participant deferral / active EE | $7,800 | $4,778+63.3% | $4,049+92.7% | $5,850+33.3% |
| Admin fee / account holder | $325 | $12,205-97.3% | $7,497-95.7% | $11,596-97.2% |