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 | $89,263 | $114,381-22.0% | $107,525-17.0% | $142,382-37.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.51% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,250 | $4,015-68.9% | $3,754-66.7% | $4,299-70.9% |
| Participant deferral / active EE | $13,000 | $5,564+133.6% | $5,116+154.1% | $6,507+99.8% |
| Admin fee / account holder | $6,860 | $9,860-30.4% | $8,919-23.1% | $12,624-45.7% |