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 | $22,745 | $92,222-75.3% | $76,768-70.4% | $135,375-83.2% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | 354.66% | 5.46%+349.2pp | 2.43%+352.2pp | 519.73%-165.1pp |
| Employer contribution / active EE | $2,192 | $3,216-31.8% | $2,485-11.8% | $4,779-54.1% |
| Participant deferral / active EE | $2,797 | $4,509-38.0% | $3,852-27.4% | $5,609-50.1% |
| Admin fee / account holder | $342 | $10,748-96.8% | $6,675-94.9% | $10,827-96.8% |