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 | $58,281 | $109,327-46.7% | $89,391-34.8% | $158,922-63.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.44% | 345.68%-329.2pp | 245.62%-229.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,438 | $3,170+8.5% | $2,586+33.0% | $4,761-27.8% |
| Participant deferral / active EE | $7,924 | $4,598+72.3% | $3,890+103.7% | $5,982+32.5% |
| Admin fee / account holder | $595 | $6,153-90.3% | $4,881-87.8% | $11,246-94.7% |