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 | $52,573 | $162,781-67.7% | $133,956-60.8% | $158,922-66.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.32% | 41.94%-24.6pp | 45.09%-27.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,295 | $4,975+6.4% | $3,919+35.1% | $4,761+11.2% |
| Participant deferral / active EE | $11,850 | $5,911+100.5% | $5,048+134.8% | $5,982+98.1% |
| Admin fee / account holder | $429 | $11,736-96.3% | $8,927-95.2% | $11,246-96.2% |