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 | $48,159 | $58,208-17.3% | $81,812-41.1% | $80,856-40.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 19.50% | 41.66%-22.2pp | 773.79%-754.3pp | 35.59%-16.1pp |
| Employer contribution / active EE | $4,801 | $2,340+105.2% | $2,912+64.9% | $2,755+74.3% |
| Participant deferral / active EE | $11,314 | $3,281+244.8% | $4,319+162.0% | $4,296+163.4% |
| Admin fee / account holder | $4,397 | $4,981-11.7% | $7,386-40.5% | $6,918-36.4% |