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 | $53,342 | $99,079-46.2% | $77,999-31.6% | $273,961-80.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.78% | 217.93%-212.1pp | 425.96%-420.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,211 | $3,308-63.4% | $2,470-51.0% | $4,869-75.1% |
| Participant deferral / active EE | $4,337 | $4,306+0.7% | $3,497+24.0% | $5,287-18.0% |
| Admin fee / account holder | $7,925 | $8,954-11.5% | $5,480+44.6% | $10,132-21.8% |