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 | $51,023 | $99,877-48.9% | $84,966-39.9% | $145,922-65.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.21% | 83.76%-74.5pp | 66.38%-57.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,067 | $3,231-36.0% | $2,727-24.2% | $4,660-55.6% |
| Participant deferral / active EE | $2,835 | $5,291-46.4% | $4,519-37.3% | $6,688-57.6% |
| Admin fee / account holder | $5,237 | $7,248-27.7% | $6,149-14.8% | $13,397-60.9% |