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 | $24,001 | $107,334-77.6% | $92,893-74.2% | $152,861-84.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.92% | 145.58%-128.7pp | 109.41%-92.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $4,165 | $4,221-1.3% | $3,653+14.0% | $4,762-12.5% |
| Participant deferral / active EE | $7,269 | $4,845+50.0% | $4,236+71.6% | $5,850+24.3% |
| Admin fee / account holder | $464 | $7,079-93.4% | $5,794-92.0% | $11,596-96.0% |