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 | $85,583 | $176,812-51.6% | $146,665-41.6% | $167,490-48.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.57% | 24.03%-10.5pp | 22.74%-9.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $15,050 | $5,160+191.7% | $4,136+263.9% | $4,837+211.1% |
| Participant deferral / active EE | $8,206 | $6,440+27.4% | $5,506+49.0% | $6,341+29.4% |
| Admin fee / account holder | $985 | $13,259-92.6% | $10,280-90.4% | $12,309-92.0% |