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 8-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 | $29,095 | $69,207-58.0% | $64,056-54.6% | $139,434-79.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.02% | 45.88%-31.9pp | 33.69%-19.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $6,967 | $3,182+118.9% | $2,747+153.7% | $4,751+46.6% |
| Participant deferral / active EE | $4,129 | $4,682-11.8% | $3,880+6.4% | $6,710-38.5% |
| Admin fee / account holder | $3,537 | $4,244-16.7% | $3,068+15.3% | $11,403-69.0% |