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 | $25,183 | $58,512-57.0% | $84,015-70.0% | $72,985-65.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 47.25% | 28.93%+18.3pp | 71.31%-24.1pp | 81.00%-33.8pp |
| Employer contribution / active EE | $1,711 | $1,163+47.1% | $1,983-13.7% | $2,440-29.9% |
| Participant deferral / active EE | $2,725 | $2,394+13.9% | $3,239-15.8% | $3,607-24.5% |
| Admin fee / account holder | $496 | $4,569-89.2% | $6,101-91.9% | $5,124-90.3% |