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 | $16,687 | $102,966-83.8% | $90,281-81.5% | $152,861-89.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.70% | 95.16%-69.5pp | 78.10%-52.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,938 | $3,139-38.3% | $2,854-32.1% | $4,762-59.3% |
| Participant deferral / active EE | $4,415 | $4,281+3.1% | $3,885+13.6% | $5,850-24.5% |
| Admin fee / account holder | $2,155 | $6,171-65.1% | $5,351-59.7% | $11,596-81.4% |