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 | $52,156 | $115,770-54.9% | $101,248-48.5% | $158,922-67.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.12% | 56.14%-41.0pp | 46.47%-31.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,594 | $4,175-13.9% | $3,660-1.8% | $4,761-24.5% |
| Participant deferral / active EE | $7,530 | $4,957+51.9% | $4,370+72.3% | $5,982+25.9% |
| Admin fee / account holder | $10,077 | $7,245+39.1% | $5,945+69.5% | $11,246-10.4% |