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 | $54,872 | $102,966-46.7% | $90,281-39.2% | $152,861-64.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.26% | 95.16%-77.9pp | 78.10%-60.8pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,041 | $3,139-35.0% | $2,854-28.5% | $4,762-57.1% |
| Participant deferral / active EE | $2,990 | $4,281-30.2% | $3,885-23.0% | $5,850-48.9% |
| Admin fee / account holder | $6,662 | $6,171+8.0% | $5,351+24.5% | $11,596-42.6% |