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 | $71,679 | $96,635-25.8% | $86,612-17.2% | $139,434-48.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.51% | 106.41%-83.9pp | 591.07%-568.6pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,648 | $3,263-49.5% | $3,022-45.5% | $4,751-65.3% |
| Participant deferral / active EE | $2,884 | $4,836-40.4% | $4,438-35.0% | $6,710-57.0% |
| Admin fee / account holder | $301 | $6,408-95.3% | $5,614-94.6% | $11,403-97.4% |