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 | $65,388 | $77,419-15.5% | $69,455-5.9% | $152,861-57.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.67% | 39.06%-17.4pp | 28.97%-7.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,382 | $3,315+2.0% | $2,779+21.7% | $4,762-29.0% |
| Participant deferral / active EE | $17,609 | $4,414+299.0% | $3,535+398.1% | $5,850+201.0% |
| Admin fee / account holder | $1,439 | $6,207-76.8% | $3,839-62.5% | $11,596-87.6% |