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 | $96,336 | $118,680-18.8% | $98,907-2.6% | $158,922-39.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.07% | 372.35%-354.3pp | 196.43%-178.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,450 | $3,333-56.5% | $2,689-46.1% | $4,761-69.5% |
| Participant deferral / active EE | $1,520 | $5,088-70.1% | $4,244-64.2% | $5,982-74.6% |
| Admin fee / account holder | $2,251 | $10,131-77.8% | $6,642-66.1% | $11,246-80.0% |