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 | $66,317 | $157,256-57.8% | $141,162-53.0% | $152,861-56.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.91% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $12,340 | $5,261+134.6% | $4,735+160.6% | $4,762+159.1% |
| Participant deferral / active EE | $10,675 | $7,109+50.2% | $6,709+59.1% | $5,850+82.5% |
| Admin fee / account holder | $6,272 | $12,120-48.3% | $10,261-38.9% | $11,596-45.9% |