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 | $98,568 | $114,381-13.8% | $107,525-8.3% | $142,382-30.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.19% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,053 | $4,015-48.9% | $3,754-45.3% | $4,299-52.3% |
| Participant deferral / active EE | $3,562 | $5,564-36.0% | $5,116-30.4% | $6,507-45.3% |
| Admin fee / account holder | $27,566 | $9,860+179.6% | $8,919+209.1% | $12,624+118.4% |