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 | $30,107 | $61,605-51.1% | $112,229-73.2% | $75,163-59.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 25.28% | 28.47%-3.2pp | 30.20%-4.9pp | 160.62%-135.3pp |
| Employer contribution / active EE | $3,796 | $2,015+88.3% | $3,430+10.7% | $2,670+42.2% |
| Participant deferral / active EE | $9,961 | $3,108+220.5% | $4,798+107.6% | $4,125+141.5% |
| Admin fee / account holder | $4,865 | $4,862+0.1% | $7,748-37.2% | $5,651-13.9% |