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 | $23,015 | $102,616-77.6% | $81,983-71.9% | $158,922-85.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 8.86% | 61.04%-52.2pp | 41.31%-32.4pp | 302.83%-294.0pp |
| Employer contribution / active EE | $4,151 | $3,240+28.1% | $2,498+66.2% | $4,761-12.8% |
| Participant deferral / active EE | $1,680 | $4,648-63.9% | $3,722-54.9% | $5,982-71.9% |
| Admin fee / account holder | $729 | $8,235-91.1% | $5,664-87.1% | $11,246-93.5% |