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 | $47,915 | $90,600-47.1% | $79,464-39.7% | $135,375-64.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 12.93% | 977.43%-964.5pp | 718.14%-705.2pp | 519.73%-506.8pp |
| Employer contribution / active EE | $3,642 | $3,068+18.7% | $2,800+30.1% | $4,779-23.8% |
| Participant deferral / active EE | $5,371 | $4,050+32.6% | $3,704+45.0% | $5,609-4.2% |
| Admin fee / account holder | $640 | $5,907-89.2% | $5,113-87.5% | $10,827-94.1% |