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 | $30,559 | $72,071-57.6% | $68,368-55.3% | $137,256-77.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.68% | 353.14%-333.5pp | 292.57%-272.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,276 | $2,788-18.4% | $2,649-14.1% | $4,156-45.2% |
| Participant deferral / active EE | $3,248 | $4,410-26.4% | $4,123-21.2% | $6,407-49.3% |
| Admin fee / account holder | $1,097 | $5,336-79.4% | $5,150-78.7% | $12,270-91.1% |