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 7-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 | $47,696 | $97,125-50.9% | $86,233-44.7% | $137,256-65.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.99% | 74.19%-55.2pp | 61.39%-42.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,627 | $2,841-7.6% | $2,504+4.9% | $4,156-36.8% |
| Participant deferral / active EE | $6,295 | $5,180+21.5% | $4,559+38.1% | $6,407-1.7% |
| Admin fee / account holder | $481 | $9,725-95.1% | $8,342-94.2% | $12,270-96.1% |