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 | $17,366 | $72,071-75.9% | $68,368-74.6% | $137,256-87.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.53% | 353.14%-330.6pp | 292.57%-270.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,157 | $2,788+13.3% | $2,649+19.2% | $4,156-24.0% |
| Participant deferral / active EE | $11,614 | $4,410+163.4% | $4,123+181.7% | $6,407+81.3% |
| Admin fee / account holder | $338 | $5,336-93.7% | $5,150-93.4% | $12,270-97.2% |