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 | $17,329 | $102,966-83.2% | $90,281-80.8% | $152,861-88.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 42.41% | 95.16%-52.8pp | 78.10%-35.7pp | 345.32%-302.9pp |
| Employer contribution / active EE | $4,734 | $3,139+50.8% | $2,854+65.8% | $4,762-0.6% |
| Participant deferral / active EE | $10,660 | $4,281+149.0% | $3,885+174.4% | $5,850+82.2% |
| Admin fee / account holder | $1,035 | $6,171-83.2% | $5,351-80.7% | $11,596-91.1% |