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 | $57,151 | $95,416-40.1% | $185,823-69.2% | $85,850-33.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.05% | 23.59%-4.5pp | 122.05%-103.0pp | 318.53%-299.5pp |
| Employer contribution / active EE | $4,114 | $3,314+24.1% | $5,167-20.4% | $2,565+60.4% |
| Participant deferral / active EE | $4,535 | $3,423+32.5% | $5,568-18.5% | $3,952+14.8% |
| Admin fee / account holder | $1,106 | $7,213-84.7% | $16,237-93.2% | $6,260-82.3% |