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 | $41,119 | $93,571-56.1% | $135,903-69.7% | $75,163-45.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 55.66% | 30.90%+24.8pp | 68.23%-12.6pp | 160.62%-105.0pp |
| Employer contribution / active EE | $4,828 | $3,537+36.5% | $4,856-0.6% | $2,670+80.8% |
| Participant deferral / active EE | $18,810 | $6,404+193.7% | $7,758+142.5% | $4,125+356.0% |
| Admin fee / account holder | $2,550 | $6,975-63.4% | $10,762-76.3% | $5,651-54.9% |