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 | $81,537 | $114,381-28.7% | $107,525-24.2% | $142,382-42.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.27% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,736 | $4,015-31.8% | $3,754-27.1% | $4,299-36.4% |
| Participant deferral / active EE | $14,936 | $5,564+168.4% | $5,116+192.0% | $6,507+129.5% |
| Admin fee / account holder | $48,571 | $9,860+392.6% | $8,919+444.6% | $12,624+284.8% |