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 | $45,422 | $108,172-58.0% | $77,482-41.4% | $158,922-71.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.47% | 31.67%-17.2pp | 54.79%-40.3pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,932 | $1,325+45.8% | $986+95.9% | $4,761-59.4% |
| Participant deferral / active EE | $11,865 | $2,456+383.0% | $1,861+537.5% | $5,982+98.3% |
| Admin fee / account holder | $495 | $3,708-86.6% | $2,858-82.7% | $11,246-95.6% |