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 7-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 | $56,620 | $118,849-52.4% | $96,562-41.4% | $167,490-66.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.97% | 50.49%-40.5pp | 37.78%-27.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $2,027 | $3,120-35.0% | $2,356-14.0% | $4,837-58.1% |
| Participant deferral / active EE | $14,757 | $4,616+219.7% | $3,849+283.4% | $6,341+132.7% |
| Admin fee / account holder | $368 | $8,065-95.4% | $6,181-94.0% | $12,309-97.0% |