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 | $60,000 | $107,334-44.1% | $92,893-35.4% | $152,861-60.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 127.74% | 145.58%-17.8pp | 109.41%+18.3pp | 345.32%-217.6pp |
| Employer contribution / active EE | $2,284 | $4,221-45.9% | $3,653-37.5% | $4,762-52.0% |
| Participant deferral / active EE | $4,723 | $4,845-2.5% | $4,236+11.5% | $5,850-19.3% |
| Admin fee / account holder | $1,108 | $7,079-84.3% | $5,794-80.9% | $11,596-90.4% |