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 | $51,439 | $102,317-49.7% | $146,958-65.0% | $80,856-36.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.62% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,733 | $3,713+27.5% | $4,933-4.0% | $2,755+71.8% |
| Participant deferral / active EE | $4,419 | $6,644-33.5% | $8,070-45.2% | $4,296+2.9% |
| Admin fee / account holder | $22,349 | $7,941+181.4% | $12,998+71.9% | $6,918+223.1% |