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 | $25,786 | $90,348-71.5% | $75,972-66.1% | $145,922-82.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 42.90% | 620.88%-578.0pp | 359.55%-316.6pp | 561.29%-518.4pp |
| Employer contribution / active EE | $6,581 | $3,311+98.7% | $2,685+145.1% | $4,660+41.2% |
| Participant deferral / active EE | $10,808 | $5,162+109.4% | $4,255+154.0% | $6,688+61.6% |
| Admin fee / account holder | $3,880 | $8,467-54.2% | $6,467-40.0% | $13,397-71.0% |