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 | $50,245 | $63,346-20.7% | $92,233-45.5% | $70,131-28.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.63% | 530.12%-512.5pp | 176.28%-158.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $7,071 | $2,471+186.1% | $3,679+92.2% | $2,342+201.9% |
| Participant deferral / active EE | $5,708 | $2,854+100.0% | $3,897+46.5% | $3,332+71.3% |
| Admin fee / account holder | $1,115 | $3,840-71.0% | $5,194-78.5% | $4,645-76.0% |