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 | $47,649 | $107,334-55.6% | $92,893-48.7% | $152,861-68.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.06% | 145.58%-123.5pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,088 | $4,221-50.5% | $3,653-42.8% | $4,762-56.1% |
| Participant deferral / active EE | $4,550 | $4,845-6.1% | $4,236+7.4% | $5,850-22.2% |
| Admin fee / account holder | $2,030 | $7,079-71.3% | $5,794-65.0% | $11,596-82.5% |