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 | $48,464 | $176,377-72.5% | $134,143-63.9% | $158,922-69.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.89% | 63.63%-43.7pp | 36.33%-16.4pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,752 | $5,040-45.4% | $3,704-25.7% | $4,761-42.2% |
| Participant deferral / active EE | $4,473 | $4,091+9.3% | $3,499+27.8% | $5,982-25.2% |
| Admin fee / account holder | $3,113 | $8,718-64.3% | $6,684-53.4% | $11,246-72.3% |