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 | $28,531 | $102,317-72.1% | $146,958-80.6% | $80,856-64.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.42% | 134.76%-115.3pp | 418.34%-398.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $6,392 | $3,713+72.2% | $4,933+29.6% | $2,755+132.0% |
| Participant deferral / active EE | $12,679 | $6,644+90.8% | $8,070+57.1% | $4,296+195.2% |
| Admin fee / account holder | $21,199 | $7,941+167.0% | $12,998+63.1% | $6,918+206.4% |