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 | $31,766 | $96,635-67.1% | $86,612-63.3% | $139,434-77.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.81% | 106.41%-89.6pp | 591.07%-574.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,715 | $3,263-47.4% | $3,022-43.3% | $4,751-63.9% |
| Participant deferral / active EE | $4,589 | $4,836-5.1% | $4,438+3.4% | $6,710-31.6% |
| Admin fee / account holder | $638 | $6,408-90.0% | $5,614-88.6% | $11,403-94.4% |