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 | $72,672 | $165,912-56.2% | $122,332-40.6% | $147,584-50.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.20% | 34.55%-23.4pp | 30.27%-19.1pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,417 | $5,754-75.4% | $4,050-65.0% | $4,876-70.9% |
| Participant deferral / active EE | $1,697 | $4,005-57.6% | $3,287-48.4% | $5,439-68.8% |
| Admin fee / account holder | $2,040 | $7,424-72.5% | $5,478-62.8% | $10,885-81.3% |