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 | $74,888-59.2% | $71,209-57.1% | $142,382-78.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.68% | 345.14%-325.5pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,276 | $2,854-20.3% | $2,721-16.3% | $4,299-47.1% |
| Participant deferral / active EE | $3,248 | $4,454-27.1% | $4,175-22.2% | $6,507-50.1% |
| Admin fee / account holder | $1,097 | $5,568-80.3% | $5,349-79.5% | $12,624-91.3% |