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 | $53,917 | $127,065-57.6% | $113,168-52.4% | $142,382-62.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.61% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,427 | $3,442+28.6% | $2,975+48.8% | $4,299+3.0% |
| Participant deferral / active EE | $4,464 | $5,716-21.9% | $5,107-12.6% | $6,507-31.4% |
| Admin fee / account holder | $746 | $15,736-95.3% | $12,068-93.8% | $12,624-94.1% |