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 | $28,594 | $103,376-72.3% | $87,100-67.2% | $152,861-81.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.56% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $5,863 | $3,220+82.1% | $2,521+132.5% | $4,762+23.1% |
| Participant deferral / active EE | $4,509 | $4,778-5.6% | $4,049+11.4% | $5,850-22.9% |
| Admin fee / account holder | $3,402 | $12,205-72.1% | $7,497-54.6% | $11,596-70.7% |