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 | $78,425 | $112,096-30.0% | $95,952-18.3% | $158,922-50.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 65.65% | 171.09%-105.4pp | 91.61%-26.0pp | 302.83%-237.2pp |
| Employer contribution / active EE | $13,028 | $3,198+307.4% | $2,541+412.7% | $4,761+173.6% |
| Participant deferral / active EE | $46,805 | $4,784+878.4% | $4,167+1023.3% | $5,982+682.4% |
| Admin fee / account holder | $22,961 | $10,130+126.7% | $6,795+237.9% | $11,246+104.2% |