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 | $38,849 | $96,635-59.8% | $86,612-55.1% | $139,434-72.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.26% | 106.41%-91.2pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,574 | $3,263-21.1% | $3,022-14.8% | $4,751-45.8% |
| Participant deferral / active EE | $3,622 | $4,836-25.1% | $4,438-18.4% | $6,710-46.0% |
| Admin fee / account holder | $696 | $6,408-89.1% | $5,614-87.6% | $11,403-93.9% |