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 | $80,928 | $227,553-64.4% | $189,557-57.3% | $167,490-51.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.37% | 78.40%-70.0pp | 64.17%-55.8pp | 478.56%-470.2pp |
| Employer contribution / active EE | $2,200 | $5,316-58.6% | $4,412-50.1% | $4,837-54.5% |
| Participant deferral / active EE | $2,036 | $7,002-70.9% | $6,174-67.0% | $6,341-67.9% |
| Admin fee / account holder | $13,347 | $11,878+12.4% | $9,807+36.1% | $12,309+8.4% |