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 | $26,223 | $107,334-75.6% | $92,893-71.8% | $152,861-82.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.68% | 145.58%-117.9pp | 109.41%-81.7pp | 345.32%-317.6pp |
| Employer contribution / active EE | $2,096 | $4,221-50.3% | $3,653-42.6% | $4,762-56.0% |
| Participant deferral / active EE | $19,647 | $4,845+305.5% | $4,236+363.8% | $5,850+235.8% |
| Admin fee / account holder | $363 | $7,079-94.9% | $5,794-93.7% | $11,596-96.9% |