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 | $30,974 | $126,574-75.5% | $106,213-70.8% | $145,922-78.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.57% | 224.79%-210.2pp | 116.14%-101.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $5,330 | $3,730+42.9% | $3,171+68.0% | $4,660+14.4% |
| Participant deferral / active EE | $5,500 | $5,724-3.9% | $5,016+9.6% | $6,688-17.8% |
| Admin fee / account holder | $382 | $17,304-97.8% | $11,033-96.5% | $13,397-97.2% |