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 6-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 | $81,344 | $96,635-15.8% | $86,612-6.1% | $139,434-41.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.57% | 106.41%-87.8pp | 591.07%-572.5pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,215 | $3,263-62.8% | $3,022-59.8% | $4,751-74.4% |
| Participant deferral / active EE | $6,002 | $4,836+24.1% | $4,438+35.3% | $6,710-10.6% |
| Admin fee / account holder | $317 | $6,408-95.1% | $5,614-94.4% | $11,403-97.2% |