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 | $66,201 | $102,616-35.5% | $81,983-19.3% | $158,922-58.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 49.99% | 61.04%-11.0pp | 41.31%+8.7pp | 302.83%-252.8pp |
| Employer contribution / active EE | $1,300 | $3,240-59.9% | $2,498-48.0% | $4,761-72.7% |
| Participant deferral / active EE | $8,797 | $4,648+89.3% | $3,722+136.4% | $5,982+47.1% |
| Admin fee / account holder | $508 | $8,235-93.8% | $5,664-91.0% | $11,246-95.5% |