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 | $79,920 | $127,065-37.1% | $113,168-29.4% | $142,382-43.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.29% | 24.03%-9.7pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,756 | $3,442+9.1% | $2,975+26.2% | $4,299-12.6% |
| Participant deferral / active EE | $7,317 | $5,716+28.0% | $5,107+43.3% | $6,507+12.4% |
| Admin fee / account holder | $518 | $15,736-96.7% | $12,068-95.7% | $12,624-95.9% |