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 | $48,748 | $58,208-16.3% | $81,812-40.4% | $80,856-39.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.76% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $8,308 | $2,340+255.1% | $2,912+185.3% | $2,755+201.6% |
| Participant deferral / active EE | $833 | $3,281-74.6% | $4,319-80.7% | $4,296-80.6% |
| Admin fee / account holder | $1,750 | $4,981-64.9% | $7,386-76.3% | $6,918-74.7% |