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 | $41,086 | $57,281-28.3% | $86,612-52.6% | $75,163-45.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.37% | 2670.75%-2655.4pp | 591.07%-575.7pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,993 | $2,314+29.3% | $3,022-1.0% | $2,670+12.1% |
| Participant deferral / active EE | $4,387 | $3,318+32.2% | $4,438-1.1% | $4,125+6.4% |
| Admin fee / account holder | $2,558 | $4,112-37.8% | $5,614-54.4% | $5,651-54.7% |