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 | $67,344 | $102,317-34.2% | $146,958-54.2% | $80,856-16.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.90% | 134.76%-118.9pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,377 | $3,713-36.0% | $4,933-51.8% | $2,755-13.7% |
| Participant deferral / active EE | $6,677 | $6,644+0.5% | $8,070-17.3% | $4,296+55.4% |
| Admin fee / account holder | $879 | $7,941-88.9% | $12,998-93.2% | $6,918-87.3% |