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 | $15,493 | $107,934-85.6% | $91,989-83.2% | $152,861-89.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 34.41% | 89.24%-54.8pp | 69.02%-34.6pp | 345.32%-310.9pp |
| Employer contribution / active EE | $2,732 | $4,210-35.1% | $3,452-20.9% | $4,762-42.6% |
| Participant deferral / active EE | $8,538 | $6,364+34.2% | $5,923+44.2% | $5,850+45.9% |
| Admin fee / account holder | $2,300 | $10,520-78.1% | $7,743-70.3% | $11,596-80.2% |