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 | $55,144 | $124,425-55.7% | $112,040-50.8% | $137,256-59.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.69% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,669 | $3,411+66.2% | $2,954+91.9% | $4,156+36.4% |
| Participant deferral / active EE | $12,657 | $5,718+121.3% | $5,098+148.3% | $6,407+97.6% |
| Admin fee / account holder | $2,746 | $15,207-81.9% | $12,098-77.3% | $12,270-77.6% |