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 | $61,145 | $104,907-41.7% | $84,611-27.7% | $152,861-60.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.08% | 373.79%-348.7pp | 258.74%-233.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $29,057 | $3,302+780.1% | $2,652+995.6% | $4,762+510.1% |
| Participant deferral / active EE | $7,214 | $4,688+53.9% | $3,899+85.0% | $5,850+23.3% |
| Admin fee / account holder | $744 | $6,241-88.1% | $4,912-84.9% | $11,596-93.6% |