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 | $65,052 | $177,572-63.4% | $154,803-58.0% | $142,382-54.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.08% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,321 | $4,810-51.7% | $4,305-46.1% | $4,299-46.0% |
| Participant deferral / active EE | $10,589 | $6,272+68.8% | $5,540+91.1% | $6,507+62.7% |
| Admin fee / account holder | $3,065 | $16,786-81.7% | $14,329-78.6% | $12,624-75.7% |