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 | $27,742 | $176,377-84.3% | $134,143-79.3% | $158,922-82.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.17% | 63.63%-51.5pp | 36.33%-24.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,698 | $5,040-66.3% | $3,704-54.2% | $4,761-64.3% |
| Participant deferral / active EE | $1,698 | $4,091-58.5% | $3,499-51.5% | $5,982-71.6% |
| Admin fee / account holder | $559 | $8,718-93.6% | $6,684-91.6% | $11,246-95.0% |