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 8-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 | $47,665 | $90,348-47.2% | $75,972-37.3% | $145,922-67.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.46% | 620.88%-609.4pp | 359.55%-348.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $8,483 | $3,311+156.2% | $2,685+215.9% | $4,660+82.0% |
| Participant deferral / active EE | $35,844 | $5,162+594.4% | $4,255+742.3% | $6,688+436.0% |
| Admin fee / account holder | $31,267 | $8,467+269.3% | $6,467+383.5% | $13,397+133.4% |