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 | $52,156 | $197,591-73.6% | $177,821-70.7% | $158,922-67.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.95% | 58.76%-29.8pp | 48.32%-19.4pp | 302.83%-273.9pp |
| Employer contribution / active EE | $8,721 | $6,697+30.2% | $5,918+47.3% | $4,761+83.2% |
| Participant deferral / active EE | $20,458 | $8,405+143.4% | $7,714+165.2% | $5,982+242.0% |
| Admin fee / account holder | $6,281 | $15,399-59.2% | $12,427-49.5% | $11,246-44.1% |