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 | $45,726 | $74,888-38.9% | $71,209-35.8% | $142,382-67.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.89% | 345.14%-330.3pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,107 | $2,854-26.2% | $2,721-22.6% | $4,299-51.0% |
| Participant deferral / active EE | $7,878 | $4,454+76.9% | $4,175+88.7% | $6,507+21.1% |
| Admin fee / account holder | $701 | $5,568-87.4% | $5,349-86.9% | $12,624-94.5% |