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 8-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 | $46,107 | $102,966-55.2% | $90,281-48.9% | $152,861-69.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 33.76% | 95.16%-61.4pp | 78.10%-44.3pp | 345.32%-311.6pp |
| Employer contribution / active EE | $2,262 | $3,139-27.9% | $2,854-20.8% | $4,762-52.5% |
| Participant deferral / active EE | $13,462 | $4,281+214.4% | $3,885+246.5% | $5,850+130.1% |
| Admin fee / account holder | $7,365 | $6,171+19.3% | $5,351+37.6% | $11,596-36.5% |