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 | $37,046 | $96,635-61.7% | $86,612-57.2% | $139,434-73.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.60% | 106.41%-89.8pp | 591.07%-574.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,888 | $3,263-11.5% | $3,022-4.4% | $4,751-39.2% |
| Participant deferral / active EE | $3,161 | $4,836-34.6% | $4,438-28.8% | $6,710-52.9% |
| Admin fee / account holder | $18,111 | $6,408+182.6% | $5,614+222.6% | $11,403+58.8% |