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 | $27,477 | $118,680-76.8% | $98,907-72.2% | $158,922-82.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.20% | 372.35%-360.1pp | 196.43%-184.2pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,201 | $3,333+26.1% | $2,689+56.2% | $4,761-11.8% |
| Participant deferral / active EE | $2,687 | $5,088-47.2% | $4,244-36.7% | $5,982-55.1% |
| Admin fee / account holder | $9,623 | $10,131-5.0% | $6,642+44.9% | $11,246-14.4% |