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 | $43,441 | $106,584-59.2% | $101,326-57.1% | $142,382-69.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 84.78% | 36.93%+47.9pp | 36.82%+48.0pp | 217.08%-132.3pp |
| Employer contribution / active EE | $7,696 | $3,956+94.5% | $3,665+110.0% | $4,299+79.0% |
| Participant deferral / active EE | $12,897 | $8,297+55.4% | $7,994+61.3% | $6,507+98.2% |
| Admin fee / account holder | $476 | $11,446-95.8% | $11,185-95.7% | $12,624-96.2% |