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 | $48,726 | $89,355-45.5% | $141,162-65.5% | $72,985-33.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.42% | 111.85%-87.4pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,881 | $3,114-7.5% | $4,735-39.2% | $2,440+18.1% |
| Participant deferral / active EE | $12,301 | $5,418+127.0% | $6,709+83.4% | $3,607+241.0% |
| Admin fee / account holder | $2,540 | $5,958-57.4% | $10,261-75.2% | $5,124-50.4% |