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 | $22,800 | $107,334-78.8% | $92,893-75.5% | $152,861-85.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.02% | 145.58%-117.6pp | 109.41%-81.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,108 | $4,221-50.1% | $3,653-42.3% | $4,762-55.7% |
| Participant deferral / active EE | $7,115 | $4,845+46.9% | $4,236+68.0% | $5,850+21.6% |
| Admin fee / account holder | $750 | $7,079-89.4% | $5,794-87.1% | $11,596-93.5% |