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 8-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 | $35,578 | $104,907-66.1% | $84,611-58.0% | $152,861-76.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.48% | 373.79%-355.3pp | 258.74%-240.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,475 | $3,302-25.1% | $2,652-6.7% | $4,762-48.0% |
| Participant deferral / active EE | $9,975 | $4,688+112.8% | $3,899+155.8% | $5,850+70.5% |
| Admin fee / account holder | $3,653 | $6,241-41.5% | $4,912-25.6% | $11,596-68.5% |