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 8-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 | $42,197 | $102,616-58.9% | $81,983-48.5% | $158,922-73.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.88% | 61.04%-44.2pp | 41.31%-24.4pp | 302.83%-285.9pp |
| Employer contribution / active EE | $17,827 | $3,240+450.2% | $2,498+613.6% | $4,761+274.4% |
| Participant deferral / active EE | $9,865 | $4,648+112.2% | $3,722+165.0% | $5,982+64.9% |
| Admin fee / account holder | $2,039 | $8,235-75.2% | $5,664-64.0% | $11,246-81.9% |