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 | $78,366 | $114,381-31.5% | $107,525-27.1% | $142,382-45.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.31% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,582 | $4,015-10.8% | $3,754-4.6% | $4,299-16.7% |
| Participant deferral / active EE | $15,163 | $5,564+172.5% | $5,116+196.4% | $6,507+133.0% |
| Admin fee / account holder | $12,341 | $9,860+25.2% | $8,919+38.4% | $12,624-2.2% |