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 | $30,089 | $98,240-69.4% | $82,313-63.4% | $147,584-79.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.51% | 30.85%-12.3pp | 25.88%-7.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,814 | $3,192-43.2% | $2,428-25.3% | $4,876-62.8% |
| Participant deferral / active EE | $2,915 | $4,383-33.5% | $3,706-21.4% | $5,439-46.4% |
| Admin fee / account holder | $894 | $8,563-89.6% | $5,608-84.1% | $10,885-91.8% |