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 6-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 | $36,617 | $104,907-65.1% | $84,611-56.7% | $152,861-76.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.33% | 373.79%-356.5pp | 258.74%-241.4pp | 345.32%-328.0pp |
| Employer contribution / active EE | $837 | $3,302-74.7% | $2,652-68.4% | $4,762-82.4% |
| Participant deferral / active EE | $5,792 | $4,688+23.5% | $3,899+48.6% | $5,850-1.0% |
| Admin fee / account holder | $435 | $6,241-93.0% | $4,912-91.2% | $11,596-96.3% |