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 | $84,177 | $177,572-52.6% | $154,803-45.6% | $142,382-40.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.31% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,841 | $4,810-61.7% | $4,305-57.2% | $4,299-57.2% |
| Participant deferral / active EE | $3,255 | $6,272-48.1% | $5,540-41.3% | $6,507-50.0% |
| Admin fee / account holder | $89,412 | $16,786+432.7% | $14,329+524.0% | $12,624+608.3% |