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 | $68,034 | $58,512+16.3% | $84,015-19.0% | $72,985-6.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 26.14% | 28.93%-2.8pp | 71.31%-45.2pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,347 | $1,163+101.8% | $1,983+18.3% | $2,440-3.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $9,029 | $4,569+97.6% | $6,101+48.0% | $5,124+76.2% |