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 7-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 | $57,239 | $112,096-48.9% | $95,952-40.3% | $158,922-64.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.88% | 171.09%-161.2pp | 91.61%-81.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,204 | $3,198-31.1% | $2,541-13.3% | $4,761-53.7% |
| Participant deferral / active EE | $8,530 | $4,784+78.3% | $4,167+104.7% | $5,982+42.6% |
| Admin fee / account holder | $657 | $10,130-93.5% | $6,795-90.3% | $11,246-94.2% |