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 | $58,092 | $117,983-50.8% | $101,794-42.9% | $142,382-59.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.45% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $8,331 | $2,773+200.5% | $2,289+264.0% | $4,299+93.8% |
| Participant deferral / active EE | $10,039 | $4,714+113.0% | $4,084+145.8% | $6,507+54.3% |
| Admin fee / account holder | $3,879 | $10,433-62.8% | $8,777-55.8% | $12,624-69.3% |