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 | $65,458 | $107,334-39.0% | $92,893-29.5% | $152,861-57.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 37.54% | 145.58%-108.0pp | 109.41%-71.9pp | 345.32%-307.8pp |
| Employer contribution / active EE | $1,591 | $4,221-62.3% | $3,653-56.4% | $4,762-66.6% |
| Participant deferral / active EE | $14,514 | $4,845+199.6% | $4,236+242.6% | $5,850+148.1% |
| Admin fee / account holder | $711 | $7,079-90.0% | $5,794-87.7% | $11,596-93.9% |