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 | $17,284 | $45,035-61.6% | $62,995-72.6% | $70,131-75.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 146.85% | 18.76%+128.1pp | 87.57%+59.3pp | 73.14%+73.7pp |
| Employer contribution / active EE | $3,128 | $2,051+52.5% | $2,759+13.4% | $2,342+33.5% |
| Participant deferral / active EE | $4,875 | $2,465+97.8% | $3,329+46.4% | $3,332+46.3% |
| Admin fee / account holder | $1,037 | $2,834-63.4% | $3,600-71.2% | $4,645-77.7% |