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 | $74,381 | $112,881-34.1% | $90,951-18.2% | $158,922-53.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.27% | 215.79%-203.5pp | 134.60%-122.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,767 | $2,893+64.8% | $2,122+124.6% | $4,761+0.1% |
| Participant deferral / active EE | $6,631 | $4,128+60.7% | $3,373+96.6% | $5,982+10.9% |
| Admin fee / account holder | $720 | $8,041-91.0% | $5,959-87.9% | $11,246-93.6% |