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 | $31,080 | $99,877-68.9% | $84,966-63.4% | $145,922-78.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 83.76%-72.6pp | 66.38%-55.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,127 | $3,231+27.7% | $2,727+51.3% | $4,660-11.4% |
| Participant deferral / active EE | $2,629 | $5,291-50.3% | $4,519-41.8% | $6,688-60.7% |
| Admin fee / account holder | $625 | $7,248-91.4% | $6,149-89.8% | $13,397-95.3% |