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 4-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 | $31,848 | $117,841-73.0% | $102,423-68.9% | $145,922-78.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.37% | 31.65%-20.3pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $10,924 | $3,615+202.2% | $3,023+261.3% | $4,660+134.4% |
| Participant deferral / active EE | $8,157 | $5,731+42.3% | $5,053+61.4% | $6,688+22.0% |
| Admin fee / account holder | $315 | $13,326-97.6% | $9,451-96.7% | $13,397-97.6% |