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 | $42,269 | $102,616-58.8% | $81,983-48.4% | $158,922-73.4% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.2%+16.5pp | 82.0%+3.8pp |
| Annual return | 21.50% | 61.04%-39.5pp | 41.31%-19.8pp | 302.83%-281.3pp |
| Employer contribution / active EE | $12,853 | $3,240+296.7% | $2,498+414.5% | $4,761+170.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $438 | $8,235-94.7% | $5,664-92.3% | $11,246-96.1% |