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 | $53,957 | $112,096-51.9% | $95,952-43.8% | $158,922-66.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.36% | 171.09%-151.7pp | 91.61%-72.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $9,202 | $3,198+187.7% | $2,541+262.1% | $4,761+93.3% |
| Participant deferral / active EE | $13,000 | $4,784+171.7% | $4,167+212.0% | $5,982+117.3% |
| Admin fee / account holder | $310 | $10,130-96.9% | $6,795-95.4% | $11,246-97.2% |