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 | $21,490 | $102,966-79.1% | $90,281-76.2% | $152,861-85.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.53% | 95.16%-73.6pp | 78.10%-56.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,958 | $3,139+26.1% | $2,854+38.7% | $4,762-16.9% |
| Participant deferral / active EE | $4,508 | $4,281+5.3% | $3,885+16.0% | $5,850-22.9% |
| Admin fee / account holder | $359 | $6,171-94.2% | $5,351-93.3% | $11,596-96.9% |