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 | $97,340 | $105,931-8.1% | $81,930+18.8% | $158,922-38.7% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.0%+13.7pp | 82.0%+3.8pp |
| Annual return | 18.78% | 38.17%-19.4pp | 29.49%-10.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,605 | $13,003-80.0% | $7,107-63.3% | $5,982-56.5% |
| Admin fee / account holder | $15,469 | $8,489+82.2% | $5,158+199.9% | $11,246+37.6% |