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 | $28,556 | $148,534-80.8% | $135,903-79.0% | $139,434-79.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.55% | 79.19%-53.6pp | 68.23%-42.7pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,131 | $5,243-59.4% | $4,856-56.1% | $4,751-55.1% |
| Participant deferral / active EE | $4,500 | $8,100-44.4% | $7,758-42.0% | $6,710-32.9% |
| Admin fee / account holder | $485 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |