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 | $36,426 | $115,770-68.5% | $101,248-64.0% | $158,922-77.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.42% | 56.14%-40.7pp | 46.47%-31.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,891 | $4,175-30.7% | $3,660-21.0% | $4,761-39.3% |
| Participant deferral / active EE | $1,941 | $4,957-60.9% | $4,370-55.6% | $5,982-67.6% |
| Admin fee / account holder | $306 | $7,245-95.8% | $5,945-94.9% | $11,246-97.3% |