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 | $39,131 | $115,770-66.2% | $101,248-61.4% | $158,922-75.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.16% | 56.14%-35.0pp | 46.47%-25.3pp | 302.83%-281.7pp |
| Employer contribution / active EE | $6,328 | $4,175+51.6% | $3,660+72.9% | $4,761+32.9% |
| Participant deferral / active EE | $7,449 | $4,957+50.3% | $4,370+70.5% | $5,982+24.5% |
| Admin fee / account holder | $1,819 | $7,245-74.9% | $5,945-69.4% | $11,246-83.8% |