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 7-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 | $35,234 | $111,724-68.5% | $93,606-62.4% | $145,922-75.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.76% | 202.98%-182.2pp | 133.20%-112.4pp | 561.29%-540.5pp |
| Employer contribution / active EE | $1,746 | $3,090-43.5% | $2,420-27.8% | $4,660-62.5% |
| Participant deferral / active EE | $3,540 | $4,912-27.9% | $4,411-19.8% | $6,688-47.1% |
| Admin fee / account holder | $19,796 | $10,250+93.1% | $8,285+138.9% | $13,397+47.8% |