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 | $42,074 | $106,890-60.6% | $84,015-49.9% | $152,861-72.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.74% | 104.99%-82.2pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $4,894 | $2,734+79.0% | $1,983+146.8% | $4,762+2.8% |
| Participant deferral / active EE | $8,894 | $4,011+121.7% | $3,239+174.6% | $5,850+52.0% |
| Admin fee / account holder | $730 | $8,285-91.2% | $6,101-88.0% | $11,596-93.7% |