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 | $59,330 | $124,281-52.3% | $109,143-45.6% | $167,490-64.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.33% | 26.04%-12.7pp | 25.75%-12.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $5,590 | $4,207+32.9% | $3,722+50.2% | $4,837+15.6% |
| Participant deferral / active EE | $9,298 | $5,255+76.9% | $4,653+99.8% | $6,341+46.6% |
| Admin fee / account holder | $731 | $7,970-90.8% | $6,752-89.2% | $12,309-94.1% |