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 | $24,096 | $118,427-79.7% | $66,042-63.5% | $142,382-83.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 7.36% | 35.57%-28.2pp | 52.11%-44.8pp | 217.08%-209.7pp |
| Employer contribution / active EE | $4,296 | $2,570+67.2% | $1,579+172.0% | $4,299-0.1% |
| Participant deferral / active EE | $10,895 | $4,311+152.7% | $2,835+284.2% | $6,507+67.4% |
| Admin fee / account holder | $48,127 | $9,593+401.7% | $5,747+737.5% | $12,624+281.2% |