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 | $55,342 | $53,127+4.2% | $86,590-36.1% | $70,131-21.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.50% | 27.66%-8.2pp | 964.84%-945.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $4,491 | $2,068+117.1% | $2,839+58.2% | $2,342+91.7% |
| Participant deferral / active EE | $5,851 | $2,696+117.0% | $3,609+62.1% | $3,332+75.6% |
| Admin fee / account holder | $2,088 | $3,585-41.8% | $4,906-57.4% | $4,645-55.1% |