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 | $29,217 | $81,208-64.0% | $98,907-70.5% | $79,858-63.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.75% | 60.99%-42.2pp | 196.43%-177.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,133 | $1,960+8.9% | $2,689-20.7% | $2,471-13.7% |
| Participant deferral / active EE | $5,106 | $3,265+56.4% | $4,244+20.3% | $3,740+36.5% |
| Admin fee / account holder | $1,109 | $6,013-81.6% | $6,642-83.3% | $5,306-79.1% |