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 | $47,367 | $126,574-62.6% | $106,213-55.4% | $145,922-67.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.02% | 224.79%-207.8pp | 116.14%-99.1pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,550 | $3,730-31.6% | $3,171-19.6% | $4,660-45.3% |
| Participant deferral / active EE | $13,300 | $5,724+132.4% | $5,016+165.2% | $6,688+98.9% |
| Admin fee / account holder | $313 | $17,304-98.2% | $11,033-97.2% | $13,397-97.7% |