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 | $63,295 | $102,317-38.1% | $146,958-56.9% | $80,856-21.7% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.7pp | 67.6%+30.3pp |
| Annual return | 14.89% | 134.76%-119.9pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,512 | $3,713-5.4% | $4,933-28.8% | $2,755+27.5% |
| Participant deferral / active EE | $6,746 | $6,644+1.5% | $8,070-16.4% | $4,296+57.0% |
| Admin fee / account holder | $2,442 | $7,941-69.2% | $12,998-81.2% | $6,918-64.7% |