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 | $66,157 | $85,202-22.4% | $172,739-61.7% | $72,985-9.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.93% | 27.32%-8.4pp | 802.84%-783.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $3,803 | $3,324+14.4% | $5,143-26.1% | $2,440+55.9% |
| Participant deferral / active EE | $2,248 | $3,260-31.0% | $5,198-56.8% | $3,607-37.7% |
| Admin fee / account holder | $4,052 | $5,884-31.1% | $13,954-71.0% | $5,124-20.9% |