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 | $77,565 | $176,377-56.0% | $134,143-42.2% | $158,922-51.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 25.68% | 63.63%-37.9pp | 36.33%-10.6pp | 302.83%-277.1pp |
| Employer contribution / active EE | $3,546 | $5,040-29.7% | $3,704-4.3% | $4,761-25.5% |
| Participant deferral / active EE | $5,093 | $4,091+24.5% | $3,499+45.6% | $5,982-14.9% |
| Admin fee / account holder | $667 | $8,718-92.3% | $6,684-90.0% | $11,246-94.1% |