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 8-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 | $73,891 | $176,812-58.2% | $146,665-49.6% | $167,490-55.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.86% | 24.03%-7.2pp | 22.74%-5.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,671 | $5,160-48.2% | $4,136-35.4% | $4,837-44.8% |
| Participant deferral / active EE | $17,142 | $6,440+166.2% | $5,506+211.3% | $6,341+170.3% |
| Admin fee / account holder | $16,345 | $13,259+23.3% | $10,280+59.0% | $12,309+32.8% |