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 3-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 | $36,469 | $90,397-59.7% | $76,002-52.0% | $145,959-75.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.85% | 621.97%-610.1pp | 360.07%-348.2pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,633 | $3,317-50.8% | $2,688-39.3% | $4,661-65.0% |
| Participant deferral / active EE | $9,750 | $5,163+88.8% | $4,257+129.1% | $6,689+45.8% |
| Admin fee / account holder | $563 | $8,369-93.3% | $6,414-91.2% | $13,398-95.8% |