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 | $59,268 | $70,756-16.2% | $65,493-9.5% | $142,382-58.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.20% | 1754.89%-1741.7pp | 982.45%-969.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $15,440 | $2,881+436.0% | $2,574+499.8% | $4,299+259.1% |
| Participant deferral / active EE | $15,938 | $4,637+243.7% | $3,961+302.4% | $6,507+144.9% |
| Admin fee / account holder | $112,064 | $6,559+1608.5% | $5,028+2128.7% | $12,624+787.7% |