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 | $145,144 | $65,365+122.1% | $92,893+56.2% | $72,985+98.9% |
| Participation rate | 98.8% | 68.3%+30.5pp | 76.0%+22.8pp | 69.5%+29.4pp |
| Annual return | 60.15% | 42.10%+18.0pp | 109.41%-49.3pp | 81.00%-20.9pp |
| Employer contribution / active EE | $2,480 | $2,594-4.4% | $3,653-32.1% | $2,440+1.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,244 | $4,251-70.7% | $5,794-78.5% | $5,124-75.7% |