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 | $45,731 | $108,642-57.9% | $74,701-38.8% | $152,861-70.1% |
| Participation rate | 88.9% | 65.3%+23.5pp | 54.5%+34.4pp | 82.4%+6.4pp |
| Annual return | 24.77% | 114.06%-89.3pp | 752.92%-728.2pp | 345.32%-320.5pp |
| Employer contribution / active EE | $12,433 | $1,503+727.3% | $1,084+1047.4% | $4,762+161.1% |
| Participant deferral / active EE | $8,610 | $2,712+217.4% | $1,964+338.5% | $5,850+47.2% |
| Admin fee / account holder | $2,296 | $4,902-53.2% | $3,333-31.1% | $11,596-80.2% |