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 3-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 | $19,476 | $99,921-80.5% | $85,009-77.1% | $145,959-86.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.71% | 83.89%-74.2pp | 66.47%-56.8pp | 561.95%-552.2pp |
| Employer contribution / active EE | $14,838 | $3,233+359.0% | $2,728+443.8% | $4,661+218.3% |
| Participant deferral / active EE | $12,089 | $5,293+128.4% | $4,522+167.4% | $6,689+80.7% |
| Admin fee / account holder | $532 | $7,252-92.7% | $6,153-91.4% | $13,398-96.0% |