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 | $127,862 | $197,591-35.3% | $177,821-28.1% | $158,922-19.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.04% | 58.76%-43.7pp | 48.32%-33.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,486 | $6,697-62.9% | $5,918-58.0% | $4,761-47.8% |
| Participant deferral / active EE | $15,888 | $8,405+89.0% | $7,714+106.0% | $5,982+165.6% |
| Admin fee / account holder | $3,426 | $15,399-77.8% | $12,427-72.4% | $11,246-69.5% |