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 6-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 | $11,315 | $96,635-88.3% | $86,612-86.9% | $139,434-91.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.90% | 106.41%-86.5pp | 591.07%-571.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,318 | $3,263+1.7% | $3,022+9.8% | $4,751-30.2% |
| Participant deferral / active EE | $3,427 | $4,836-29.1% | $4,438-22.8% | $6,710-48.9% |
| Admin fee / account holder | $2,475 | $6,408-61.4% | $5,614-55.9% | $11,403-78.3% |