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 | $38,679 | $158,817-75.6% | $121,196-68.1% | $135,375-71.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 10.47% | -0.64%+11.1pp | 16.93%-6.5pp | 519.73%-509.3pp |
| Employer contribution / active EE | $2,127 | $5,665-62.5% | $4,022-47.1% | $4,779-55.5% |
| Participant deferral / active EE | $269 | $4,005-93.3% | $3,344-92.0% | $5,609-95.2% |
| Admin fee / account holder | $22,396 | $6,512+243.9% | $5,019+346.2% | $10,827+106.9% |