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 | $59,026 | $115,770-49.0% | $101,248-41.7% | $158,922-62.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.83% | 56.14%-36.3pp | 46.47%-26.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,869 | $4,175-31.3% | $3,660-21.6% | $4,761-39.8% |
| Participant deferral / active EE | $9,838 | $4,957+98.5% | $4,370+125.1% | $5,982+64.5% |
| Admin fee / account holder | $736 | $7,245-89.8% | $5,945-87.6% | $11,246-93.5% |