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 | $27,636 | $109,327-74.7% | $89,391-69.1% | $158,922-82.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 79.45% | 345.68%-266.2pp | 245.62%-166.2pp | 302.83%-223.4pp |
| Employer contribution / active EE | $1,135 | $3,170-64.2% | $2,586-56.1% | $4,761-76.2% |
| Participant deferral / active EE | $3,083 | $4,598-33.0% | $3,890-20.7% | $5,982-48.5% |
| Admin fee / account holder | $15,087 | $6,153+145.2% | $4,881+209.1% | $11,246+34.2% |