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 | $49,480 | $109,817-54.9% | $98,442-49.7% | $167,490-70.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 354.31% | 1956.69%-1602.4pp | 1492.73%-1138.4pp | 478.56%-124.2pp |
| Employer contribution / active EE | $2,308 | $3,224-28.4% | $2,960-22.0% | $4,837-52.3% |
| Participant deferral / active EE | $5,448 | $4,673+16.6% | $4,276+27.4% | $6,341-14.1% |
| Admin fee / account holder | $2,392 | $6,753-64.6% | $5,949-59.8% | $12,309-80.6% |