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 | $12,846 | $118,919-89.2% | $88,538-85.5% | $152,861-91.6% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 24.65% | 47.92%-23.3pp | 43.64%-19.0pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,893 | $2,669-29.1% | $2,098-9.8% | $4,762-60.3% |
| Participant deferral / active EE | $3,527 | $3,549-0.6% | $2,914+21.0% | $5,850-39.7% |
| Admin fee / account holder | $338 | $5,876-94.2% | $4,310-92.2% | $11,596-97.1% |