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 | $52,151 | $96,635-46.0% | $86,612-39.8% | $139,434-62.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.47% | 106.41%-78.9pp | 591.07%-563.6pp | 372.94%-345.5pp |
| Employer contribution / active EE | $832 | $3,263-74.5% | $3,022-72.5% | $4,751-82.5% |
| Participant deferral / active EE | $2,740 | $4,836-43.3% | $4,438-38.3% | $6,710-59.2% |
| Admin fee / account holder | $484 | $6,408-92.4% | $5,614-91.4% | $11,403-95.8% |