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 | $42,717 | $95,193-55.1% | $76,523-44.2% | $135,375-68.4% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | 66.70% | 4.85%+61.9pp | -0.27%+67.0pp | 519.73%-453.0pp |
| Employer contribution / active EE | $12,180 | $3,302+268.8% | $2,647+360.1% | $4,779+154.9% |
| Participant deferral / active EE | $8,038 | $4,639+73.2% | $3,835+109.6% | $5,609+43.3% |
| Admin fee / account holder | $398 | $6,249-93.6% | $4,848-91.8% | $10,827-96.3% |