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 | $30,460 | $165,984-81.6% | $164,813-81.5% | $145,922-79.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.72% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,124 | $5,273-59.7% | $4,341-51.1% | $4,660-54.4% |
| Participant deferral / active EE | $3,592 | $6,959-48.4% | $6,031-40.4% | $6,688-46.3% |
| Admin fee / account holder | $480 | $16,648-97.1% | $12,690-96.2% | $13,397-96.4% |