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 | $77,783 | $65,041+19.6% | $90,951-14.5% | $79,858-2.6% |
| Participation rate | 94.1% | 61.6%+32.5pp | 69.0%+25.1pp | 69.6%+24.5pp |
| Annual return | 15.83% | 30.45%-14.6pp | 134.60%-118.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,941 | $1,247+135.8% | $2,122+38.6% | $2,471+19.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,199 | $4,536+80.7% | $5,959+37.6% | $5,306+54.5% |