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 8-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 | $40,457 | $115,770-65.1% | $101,248-60.0% | $158,922-74.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.28% | 56.14%-36.9pp | 46.47%-27.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,138 | $4,175-48.8% | $3,660-41.6% | $4,761-55.1% |
| Participant deferral / active EE | $9,542 | $4,957+92.5% | $4,370+118.3% | $5,982+59.5% |
| Admin fee / account holder | $875 | $7,245-87.9% | $5,945-85.3% | $11,246-92.2% |