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 | $46,270 | $104,907-55.9% | $84,611-45.3% | $152,861-69.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.80% | 373.79%-356.0pp | 258.74%-240.9pp | 345.32%-327.5pp |
| Employer contribution / active EE | $3,118 | $3,302-5.6% | $2,652+17.6% | $4,762-34.5% |
| Participant deferral / active EE | $7,275 | $4,688+55.2% | $3,899+86.6% | $5,850+24.4% |
| Admin fee / account holder | $318 | $6,241-94.9% | $4,912-93.5% | $11,596-97.3% |