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 | $46,783 | $115,770-59.6% | $101,248-53.8% | $158,922-70.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.74% | 56.14%-38.4pp | 46.47%-28.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $9,207 | $4,175+120.5% | $3,660+151.6% | $4,761+93.4% |
| Participant deferral / active EE | $6,102 | $4,957+23.1% | $4,370+39.6% | $5,982+2.0% |
| Admin fee / account holder | $845 | $7,245-88.3% | $5,945-85.8% | $11,246-92.5% |