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 | $42,718 | $150,187-71.6% | $120,354-64.5% | $145,922-70.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.62% | 154.07%-142.4pp | 107.15%-95.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,964 | $4,348-54.8% | $3,463-43.3% | $4,660-57.9% |
| Participant deferral / active EE | $2,301 | $6,173-62.7% | $4,991-53.9% | $6,688-65.6% |
| Admin fee / account holder | $40,026 | $12,207+227.9% | $9,423+324.8% | $13,397+198.8% |