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 | $35,600 | $114,381-68.9% | $107,525-66.9% | $142,382-75.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.81% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,165 | $4,015-46.1% | $3,754-42.3% | $4,299-49.7% |
| Participant deferral / active EE | $2,698 | $5,564-51.5% | $5,116-47.3% | $6,507-58.5% |
| Admin fee / account holder | $78,239 | $9,860+693.5% | $8,919+777.2% | $12,624+519.8% |