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 | $41,640 | $77,899-46.5% | $149,673-72.2% | $75,163-44.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 28.12% | 31.72%-3.6pp | 134.42%-106.3pp | 160.62%-132.5pp |
| Employer contribution / active EE | $9,642 | $3,137+207.3% | $4,818+100.1% | $2,670+261.2% |
| Participant deferral / active EE | $10,393 | $3,411+204.7% | $5,680+83.0% | $4,125+151.9% |
| Admin fee / account holder | $8,130 | $5,956+36.5% | $13,210-38.5% | $5,651+43.9% |