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 | $75,927 | $126,574-40.0% | $106,213-28.5% | $145,922-48.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.07% | 224.79%-215.7pp | 116.14%-107.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,164 | $3,730-15.2% | $3,171-0.2% | $4,660-32.1% |
| Participant deferral / active EE | $4,832 | $5,724-15.6% | $5,016-3.7% | $6,688-27.8% |
| Admin fee / account holder | $2,708 | $17,304-84.4% | $11,033-75.5% | $13,397-79.8% |