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 | $50,022 | $118,680-57.9% | $98,907-49.4% | $158,922-68.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.50% | 372.35%-359.8pp | 196.43%-183.9pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,191 | $3,333-4.3% | $2,689+18.7% | $4,761-33.0% |
| Participant deferral / active EE | $8,734 | $5,088+71.7% | $4,244+105.8% | $5,982+46.0% |
| Admin fee / account holder | $17,672 | $10,131+74.4% | $6,642+166.1% | $11,246+57.1% |