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 | $42,040 | $73,933-43.1% | $96,683-56.5% | $75,163-44.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.78% | 26.70%-4.9pp | 35.69%-13.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,682 | $2,928+59.9% | $3,737+25.3% | $2,670+75.4% |
| Participant deferral / active EE | $4,497 | $3,659+22.9% | $4,878-7.8% | $4,125+9.0% |
| Admin fee / account holder | $698 | $5,216-86.6% | $6,730-89.6% | $5,651-87.6% |