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 | $82,290 | $115,770-28.9% | $101,248-18.7% | $158,922-48.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.94% | 56.14%-36.2pp | 46.47%-26.5pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,277 | $4,175-69.4% | $3,660-65.1% | $4,761-73.2% |
| Participant deferral / active EE | $13,141 | $4,957+165.1% | $4,370+200.7% | $5,982+119.7% |
| Admin fee / account holder | $522 | $7,245-92.8% | $5,945-91.2% | $11,246-95.4% |