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 7-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 | $28,455 | $117,841-75.9% | $102,423-72.2% | $145,922-80.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.48% | 31.65%-16.2pp | 29.32%-13.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,642 | $3,615-54.6% | $3,023-45.7% | $4,660-64.8% |
| Participant deferral / active EE | $4,899 | $5,731-14.5% | $5,053-3.0% | $6,688-26.7% |
| Admin fee / account holder | $735 | $13,326-94.5% | $9,451-92.2% | $13,397-94.5% |