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 | $65,359 | $78,705-17.0% | $117,854-44.5% | $70,131-6.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.44% | 23.30%-3.9pp | 335.08%-315.6pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,212 | $2,223-0.5% | $3,786-41.6% | $2,342-5.6% |
| Participant deferral / active EE | $4,076 | $3,297+23.6% | $4,482-9.0% | $3,332+22.4% |
| Admin fee / account holder | $591 | $5,065-88.3% | $8,020-92.6% | $4,645-87.3% |