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 | $60,220 | $126,574-52.4% | $106,213-43.3% | $145,922-58.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.56% | 224.79%-213.2pp | 116.14%-104.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,174 | $3,730-14.9% | $3,171+0.1% | $4,660-31.9% |
| Participant deferral / active EE | $6,213 | $5,724+8.6% | $5,016+23.9% | $6,688-7.1% |
| Admin fee / account holder | $17,098 | $17,304-1.2% | $11,033+55.0% | $13,397+27.6% |