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 | $34,078 | $72,071-52.7% | $68,368-50.2% | $137,256-75.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 67.39% | 353.14%-285.8pp | 292.57%-225.2pp | 220.34%-152.9pp |
| Employer contribution / active EE | $4,954 | $2,788+77.7% | $2,649+87.0% | $4,156+19.2% |
| Participant deferral / active EE | $7,806 | $4,410+77.0% | $4,123+89.3% | $6,407+21.8% |
| Admin fee / account holder | $3,216 | $5,336-39.7% | $5,150-37.6% | $12,270-73.8% |