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 | $41,237 | $115,770-64.4% | $101,248-59.3% | $158,922-74.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.30% | 56.14%-42.8pp | 46.47%-33.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,765 | $4,175-9.8% | $3,660+2.9% | $4,761-20.9% |
| Participant deferral / active EE | $9,606 | $4,957+93.8% | $4,370+119.8% | $5,982+60.6% |
| Admin fee / account holder | $665 | $7,245-90.8% | $5,945-88.8% | $11,246-94.1% |