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 | $37,962 | $107,334-64.6% | $92,893-59.1% | $152,861-75.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.58% | 145.58%-121.0pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $4,284 | $4,221+1.5% | $3,653+17.3% | $4,762-10.0% |
| Participant deferral / active EE | $4,561 | $4,845-5.9% | $4,236+7.7% | $5,850-22.0% |
| Admin fee / account holder | $1,823 | $7,079-74.2% | $5,794-68.5% | $11,596-84.3% |