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 | $19,163 | $105,859-81.9% | $90,160-78.7% | $147,584-87.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.26% | 37.63%-22.4pp | 34.88%-19.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $6,867 | $4,126+66.4% | $3,318+107.0% | $4,876+40.8% |
| Participant deferral / active EE | $4,035 | $5,733-29.6% | $5,288-23.7% | $5,439-25.8% |
| Admin fee / account holder | $571 | $8,046-92.9% | $5,943-90.4% | $10,885-94.8% |