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 6-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 | $63,030 | $79,013-20.2% | $100,391-37.2% | $74,495-15.4% |
| Participation rate | 99.0% | 79.5%+19.6pp | 81.5%+17.6pp | 67.2%+31.8pp |
| Annual return | 18.71% | 20.41%-1.7pp | 49.20%-30.5pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $3,664 | $3,021+21.3% | $3,942-7.1% | $2,623+39.7% |
| Participant deferral / active EE | $8,595 | $7,760+10.8% | $8,082+6.3% | $4,346+97.8% |
| Admin fee / account holder | $720 | $1,320-45.4% | $7,899-90.9% | $1,942-62.9% |