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 | $45,797 | $104,907-56.3% | $84,611-45.9% | $152,861-70.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.13% | 373.79%-355.7pp | 258.74%-240.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $4,838 | $3,302+46.5% | $2,652+82.4% | $4,762+1.6% |
| Participant deferral / active EE | $4,370 | $4,688-6.8% | $3,899+12.1% | $5,850-25.3% |
| Admin fee / account holder | $4,223 | $6,241-32.3% | $4,912-14.0% | $11,596-63.6% |