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 6-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 | $13,218 | $111,724-88.2% | $93,606-85.9% | $145,922-90.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.47% | 202.98%-188.5pp | 133.20%-118.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,680 | $3,090-45.6% | $2,420-30.6% | $4,660-64.0% |
| Participant deferral / active EE | $4,375 | $4,912-10.9% | $4,411-0.8% | $6,688-34.6% |
| Admin fee / account holder | $2,188 | $10,250-78.7% | $8,285-73.6% | $13,397-83.7% |