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 | $59,686 | $112,096-46.8% | $95,952-37.8% | $158,922-62.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.81% | 171.09%-147.3pp | 91.61%-67.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $4,247 | $3,198+32.8% | $2,541+67.1% | $4,761-10.8% |
| Participant deferral / active EE | $2,937 | $4,784-38.6% | $4,167-29.5% | $5,982-50.9% |
| Admin fee / account holder | $2,172 | $10,130-78.6% | $6,795-68.0% | $11,246-80.7% |