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 | $24,096 | $116,167-79.3% | $64,489-62.6% | $137,256-82.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 7.36% | 36.55%-29.2pp | 55.03%-47.7pp | 220.34%-213.0pp |
| Employer contribution / active EE | $4,296 | $2,483+73.0% | $1,523+182.1% | $4,156+3.4% |
| Participant deferral / active EE | $10,895 | $4,215+158.5% | $2,778+292.2% | $6,407+70.1% |
| Admin fee / account holder | $48,127 | $6,188+677.7% | $4,260+1029.8% | $12,270+292.2% |