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 | $11,674 | $108,172-89.2% | $77,482-84.9% | $158,922-92.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 37.62% | 31.67%+5.9pp | 54.79%-17.2pp | 302.83%-265.2pp |
| Employer contribution / active EE | $1,493 | $1,325+12.7% | $986+51.4% | $4,761-68.6% |
| Participant deferral / active EE | $3,069 | $2,456+25.0% | $1,861+64.9% | $5,982-48.7% |
| Admin fee / account holder | $304 | $3,708-91.8% | $2,858-89.4% | $11,246-97.3% |