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 | $33,805 | $102,966-67.2% | $90,281-62.6% | $152,861-77.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.82% | 95.16%-72.3pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,310 | $3,139-26.4% | $2,854-19.1% | $4,762-51.5% |
| Participant deferral / active EE | $2,888 | $4,281-32.5% | $3,885-25.7% | $5,850-50.6% |
| Admin fee / account holder | $473 | $6,171-92.3% | $5,351-91.2% | $11,596-95.9% |