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 | $21,432 | $96,635-77.8% | $86,612-75.3% | $139,434-84.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.13% | 106.41%-90.3pp | 591.07%-574.9pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,782 | $3,263-14.7% | $3,022-7.9% | $4,751-41.4% |
| Participant deferral / active EE | $1,339 | $4,836-72.3% | $4,438-69.8% | $6,710-80.0% |
| Admin fee / account holder | $5,817 | $6,408-9.2% | $5,614+3.6% | $11,403-49.0% |