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 | $28,738 | $117,859-75.6% | $102,438-71.9% | $145,959-80.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.33% | 31.72%-19.4pp | 29.37%-17.0pp | 561.95%-549.6pp |
| Employer contribution / active EE | $4,000 | $3,615+10.6% | $3,024+32.3% | $4,661-14.2% |
| Participant deferral / active EE | $20,437 | $5,732+256.5% | $5,054+304.4% | $6,689+205.6% |
| Admin fee / account holder | $252,884 | $13,318+1798.8% | $9,448+2576.7% | $13,398+1787.5% |