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 | $67,519 | $102,382-34.1% | $147,005-54.1% | $80,874-16.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.51% | 134.89%-118.4pp | 418.76%-402.3pp | 35.62%-19.1pp |
| Employer contribution / active EE | $4,790 | $3,715+28.9% | $4,934-2.9% | $2,756+73.8% |
| Participant deferral / active EE | $13,264 | $6,646+99.6% | $8,070+64.4% | $4,297+208.7% |
| Admin fee / account holder | $5,295 | $7,942-33.3% | $13,006-59.3% | $6,935-23.6% |