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 | $50,320 | $107,934-53.4% | $91,989-45.3% | $152,861-67.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 26.77% | 89.24%-62.5pp | 69.02%-42.3pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,423 | $4,210-66.2% | $3,452-58.8% | $4,762-70.1% |
| Participant deferral / active EE | $4,631 | $6,364-27.2% | $5,923-21.8% | $5,850-20.8% |
| Admin fee / account holder | $528 | $10,520-95.0% | $7,743-93.2% | $11,596-95.4% |