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 | $24,830 | $69,518-64.3% | $59,878-58.5% | $135,375-81.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 11.11% | 7.94%+3.2pp | 3.46%+7.6pp | 519.73%-508.6pp |
| Employer contribution / active EE | $5,367 | $3,235+65.9% | $2,722+97.2% | $4,779+12.3% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,862 | $5,734-32.7% | $3,590+7.6% | $10,827-64.3% |