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 | $53,945 | $109,904-50.9% | $97,167-44.5% | $145,959-63.0% |
| Participation rate | 94.4% | 75.9%+18.5pp | 72.7%+21.8pp | 80.3%+14.2pp |
| Annual return | 16.13% | 243.43%-227.3pp | 75.27%-59.1pp | 561.95%-545.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,873 | $4,676+68.4% | $4,264+84.7% | $6,689+17.7% |
| Admin fee / account holder | $3,208 | $6,216-48.4% | $5,650-43.2% | $13,398-76.1% |