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 | $37,398 | $107,334-65.2% | $92,893-59.7% | $152,861-75.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.32% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $8,084 | $4,221+91.5% | $3,653+121.3% | $4,762+69.8% |
| Participant deferral / active EE | $4,864 | $4,845+0.4% | $4,236+14.8% | $5,850-16.8% |
| Admin fee / account holder | $544 | $7,079-92.3% | $5,794-90.6% | $11,596-95.3% |