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 | $47,563 | $165,984-71.3% | $164,813-71.1% | $145,922-67.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.04% | 100.03%-84.0pp | 69.93%-53.9pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,259 | $5,273-19.2% | $4,341-1.9% | $4,660-8.6% |
| Participant deferral / active EE | $12,516 | $6,959+79.9% | $6,031+107.5% | $6,688+87.2% |
| Admin fee / account holder | $5,927 | $16,648-64.4% | $12,690-53.3% | $13,397-55.8% |