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 | $40,284 | $70,756-43.1% | $65,493-38.5% | $142,382-71.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.19% | 1754.89%-1742.7pp | 982.45%-970.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $4,745 | $2,881+64.7% | $2,574+84.3% | $4,299+10.4% |
| Participant deferral / active EE | $4,007 | $4,637-13.6% | $3,961+1.2% | $6,507-38.4% |
| Admin fee / account holder | $1,852 | $6,559-71.8% | $5,028-63.2% | $12,624-85.3% |