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 | $46,767 | $197,591-76.3% | $177,821-73.7% | $158,922-70.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.37% | 58.76%-41.4pp | 48.32%-31.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $8,904 | $6,697+33.0% | $5,918+50.5% | $4,761+87.0% |
| Participant deferral / active EE | $9,705 | $8,405+15.5% | $7,714+25.8% | $5,982+62.2% |
| Admin fee / account holder | $31,035 | $15,399+101.5% | $12,427+149.7% | $11,246+176.0% |