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 | $67,174 | $114,381-41.3% | $107,525-37.5% | $142,382-52.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.87% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $14,667 | $4,015+265.3% | $3,754+290.7% | $4,299+241.2% |
| Participant deferral / active EE | $4,240 | $5,564-23.8% | $5,116-17.1% | $6,507-34.8% |
| Admin fee / account holder | $1,503 | $9,860-84.8% | $8,919-83.1% | $12,624-88.1% |