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 | $43,075 | $138,065-68.8% | $123,544-65.1% | $135,375-68.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.14% | 153.68%-151.5pp | 119.20%-117.1pp | 519.73%-517.6pp |
| Employer contribution / active EE | $5,503 | $5,151+6.8% | $4,628+18.9% | $4,779+15.2% |
| Participant deferral / active EE | $13,330 | $6,799+96.1% | $6,426+107.5% | $5,609+137.7% |
| Admin fee / account holder | $12,481 | $10,916+14.3% | $9,284+34.4% | $10,827+15.3% |