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 | $61,350 | $124,281-50.6% | $109,143-43.8% | $167,490-63.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.91% | 26.04%-9.1pp | 25.75%-8.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,817 | $4,207-56.8% | $3,722-51.2% | $4,837-62.4% |
| Participant deferral / active EE | $9,412 | $5,255+79.1% | $4,653+102.3% | $6,341+48.4% |
| Admin fee / account holder | $384 | $7,970-95.2% | $6,752-94.3% | $12,309-96.9% |