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 | $14,439 | $96,635-85.1% | $86,612-83.3% | $139,434-89.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.93% | 106.41%-86.5pp | 591.07%-571.1pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,333 | $3,263-59.2% | $3,022-55.9% | $4,751-71.9% |
| Participant deferral / active EE | $4,514 | $4,836-6.7% | $4,438+1.7% | $6,710-32.7% |
| Admin fee / account holder | $7,841 | $6,408+22.4% | $5,614+39.7% | $11,403-31.2% |