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 | $36,524 | $176,812-79.3% | $146,665-75.1% | $167,490-78.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.08% | 24.03%-9.0pp | 22.74%-7.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $3,452 | $5,160-33.1% | $4,136-16.6% | $4,837-28.7% |
| Participant deferral / active EE | $2,333 | $6,440-63.8% | $5,506-57.6% | $6,341-63.2% |
| Admin fee / account holder | $8,489 | $13,259-36.0% | $10,280-17.4% | $12,309-31.0% |