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 | $66,736 | $165,335-59.6% | $149,696-55.4% | $158,922-58.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.26% | 348.15%-339.9pp | 276.60%-268.3pp | 302.83%-294.6pp |
| Employer contribution / active EE | $3,000 | $5,103-41.2% | $4,644-35.4% | $4,761-37.0% |
| Participant deferral / active EE | $3,000 | $7,181-58.2% | $6,842-56.2% | $5,982-49.9% |
| Admin fee / account holder | $350 | $10,807-96.8% | $9,309-96.2% | $11,246-96.9% |