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 | $34,039 | $88,751-61.6% | $81,812-58.4% | $145,922-76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.97% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,957 | $3,083-4.1% | $2,912+1.5% | $4,660-36.5% |
| Participant deferral / active EE | $3,572 | $4,643-23.1% | $4,319-17.3% | $6,688-46.6% |
| Admin fee / account holder | $479 | $8,415-94.3% | $7,386-93.5% | $13,397-96.4% |