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 | $102,382-72.1% | $147,005-80.6% | $80,874-64.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.42% | 134.89%-115.5pp | 418.76%-399.3pp | 35.62%-16.2pp |
| Employer contribution / active EE | $6,392 | $3,715+72.1% | $4,934+29.5% | $2,756+132.0% |
| Participant deferral / active EE | $12,679 | $6,646+90.8% | $8,070+57.1% | $4,297+195.1% |
| Admin fee / account holder | $21,199 | $7,942+166.9% | $13,006+63.0% | $6,935+205.7% |