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 | $45,461 | $112,096-59.4% | $95,952-52.6% | $158,922-71.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.69% | 171.09%-149.4pp | 91.61%-69.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,991 | $3,198-37.7% | $2,541-21.6% | $4,761-58.2% |
| Participant deferral / active EE | $21,330 | $4,784+345.9% | $4,167+411.9% | $5,982+256.6% |
| Admin fee / account holder | $723 | $10,130-92.9% | $6,795-89.4% | $11,246-93.6% |