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 | $28,247 | $105,126-73.1% | $94,646-70.2% | $139,434-79.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.64% | 38.03%-22.4pp | 156.71%-141.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,000 | $4,106-26.9% | $3,672-18.3% | $4,751-36.9% |
| Participant deferral / active EE | $5,822 | $7,599-23.4% | $7,418-21.5% | $6,710-13.2% |
| Admin fee / account holder | $8,136 | $8,984-9.4% | $7,231+12.5% | $11,403-28.6% |