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 8-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 | $44,550 | $96,484-53.8% | $75,886-41.3% | $152,861-70.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 19.12% | 33.98%-14.9pp | 30.76%-11.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $6,219 | $3,309+87.9% | $2,500+148.7% | $4,762+30.6% |
| Participant deferral / active EE | $2,247 | $4,553-50.6% | $3,603-37.6% | $5,850-61.6% |
| Admin fee / account holder | $463 | $8,078-94.3% | $5,418-91.5% | $11,596-96.0% |