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 | $48,253 | $110,261-56.2% | $95,745-49.6% | $139,434-65.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.67% | 27.11%-5.4pp | 28.35%-6.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,986 | $3,257-8.3% | $2,835+5.3% | $4,751-37.1% |
| Participant deferral / active EE | $6,690 | $4,676+43.1% | $4,245+57.6% | $6,710-0.3% |
| Admin fee / account holder | $1,111 | $6,613-83.2% | $5,678-80.4% | $11,403-90.3% |