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 | $24,637 | $102,966-76.1% | $90,281-72.7% | $152,861-83.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.93% | 95.16%-70.2pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $4,678 | $3,139+49.0% | $2,854+63.9% | $4,762-1.8% |
| Participant deferral / active EE | $7,743 | $4,281+80.9% | $3,885+99.3% | $5,850+32.4% |
| Admin fee / account holder | $3,270 | $6,171-47.0% | $5,351-38.9% | $11,596-71.8% |