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 6-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 | $92,563 | $158,398-41.6% | $126,539-26.9% | $142,382-35.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.25% | 593.76%-575.5pp | 425.95%-407.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,832 | $4,650-60.6% | $3,674-50.1% | $4,299-57.4% |
| Participant deferral / active EE | $6,158 | $4,767+29.2% | $4,083+50.8% | $6,507-5.4% |
| Admin fee / account holder | $641 | $6,918-90.7% | $6,065-89.4% | $12,624-94.9% |