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 | $39,297 | $110,809-64.5% | $86,874-54.8% | $167,490-76.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.20% | 116.98%-104.8pp | 63.52%-51.3pp | 478.56%-466.4pp |
| Employer contribution / active EE | $5,834 | $3,244+79.9% | $2,495+133.8% | $4,837+20.6% |
| Participant deferral / active EE | $8,205 | $4,546+80.5% | $3,699+121.8% | $6,341+29.4% |
| Admin fee / account holder | $1,162 | $8,415-86.2% | $5,828-80.1% | $12,309-90.6% |