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 | $41,347 | $96,635-57.2% | $86,612-52.3% | $139,434-70.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.70% | 106.41%-85.7pp | 591.07%-570.4pp | 372.94%-352.2pp |
| Employer contribution / active EE | $10,229 | $3,263+213.5% | $3,022+238.4% | $4,751+115.3% |
| Participant deferral / active EE | $22,335 | $4,836+361.9% | $4,438+403.3% | $6,710+232.9% |
| Admin fee / account holder | $8,542 | $6,408+33.3% | $5,614+52.2% | $11,403-25.1% |