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 | $36,116 | $115,770-68.8% | $101,248-64.3% | $158,922-77.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.40% | 56.14%-32.7pp | 46.47%-23.1pp | 302.83%-279.4pp |
| Employer contribution / active EE | $3,849 | $4,175-7.8% | $3,660+5.2% | $4,761-19.2% |
| Participant deferral / active EE | $7,120 | $4,957+43.6% | $4,370+62.9% | $5,982+19.0% |
| Admin fee / account holder | $1,178 | $7,245-83.7% | $5,945-80.2% | $11,246-89.5% |