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 | $34,375 | $112,881-69.5% | $90,951-62.2% | $158,922-78.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.53% | 215.79%-203.3pp | 134.60%-122.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,025 | $2,893-64.6% | $2,122-51.7% | $4,761-78.5% |
| Participant deferral / active EE | $6,839 | $4,128+65.7% | $3,373+102.8% | $5,982+14.3% |
| Admin fee / account holder | $779 | $8,041-90.3% | $5,959-86.9% | $11,246-93.1% |