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 | $86,445 | $116,175-25.6% | $93,606-7.7% | $152,861-43.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.69% | 35.96%-15.3pp | 32.76%-12.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,838 | $3,218-42.9% | $2,718-32.4% | $4,762-61.4% |
| Participant deferral / active EE | $8,692 | $4,603+88.8% | $4,069+113.6% | $5,850+48.6% |
| Admin fee / account holder | $70,052 | $10,748+551.8% | $7,888+788.1% | $11,596+504.1% |