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 | $29,929 | $126,574-76.4% | $106,213-71.8% | $145,922-79.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.60% | 224.79%-210.2pp | 116.14%-101.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,196 | $3,730-41.1% | $3,171-30.8% | $4,660-52.9% |
| Participant deferral / active EE | $4,927 | $5,724-13.9% | $5,016-1.8% | $6,688-26.3% |
| Admin fee / account holder | $1,104 | $17,304-93.6% | $11,033-90.0% | $13,397-91.8% |