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 8-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 | $29,980 | $107,334-72.1% | $92,893-67.7% | $152,861-80.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.40% | 145.58%-132.2pp | 109.41%-96.0pp | 345.32%-331.9pp |
| Employer contribution / active EE | $3,930 | $4,221-6.9% | $3,653+7.6% | $4,762-17.5% |
| Participant deferral / active EE | $14,059 | $4,845+190.2% | $4,236+231.9% | $5,850+140.3% |
| Admin fee / account holder | $702 | $7,079-90.1% | $5,794-87.9% | $11,596-93.9% |