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 | $39,454 | $107,334-63.2% | $92,893-57.5% | $152,861-74.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.86% | 145.58%-131.7pp | 109.41%-95.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $3,222 | $4,221-23.7% | $3,653-11.8% | $4,762-32.3% |
| Participant deferral / active EE | $7,235 | $4,845+49.3% | $4,236+70.8% | $5,850+23.7% |
| Admin fee / account holder | $411 | $7,079-94.2% | $5,794-92.9% | $11,596-96.5% |