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 | $13,826 | $102,966-86.6% | $90,281-84.7% | $152,861-91.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.76% | 95.16%-71.4pp | 78.10%-54.3pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,274 | $3,139-27.6% | $2,854-20.3% | $4,762-52.3% |
| Participant deferral / active EE | $3,890 | $4,281-9.2% | $3,885+0.1% | $5,850-33.5% |
| Admin fee / account holder | $1,020 | $6,171-83.5% | $5,351-80.9% | $11,596-91.2% |