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 | $41,091 | $106,890-61.6% | $84,015-51.1% | $152,861-73.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 33.09% | 104.99%-71.9pp | 71.31%-38.2pp | 345.32%-312.2pp |
| Employer contribution / active EE | $13,527 | $2,734+394.7% | $1,983+582.0% | $4,762+184.0% |
| Participant deferral / active EE | $7,236 | $4,011+80.4% | $3,239+123.4% | $5,850+23.7% |
| Admin fee / account holder | $880 | $8,285-89.4% | $6,101-85.6% | $11,596-92.4% |