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 3-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 | $15,347 | $74,888-79.5% | $71,209-78.4% | $142,382-89.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.69% | 345.14%-327.5pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $7,542 | $2,854+164.2% | $2,721+177.2% | $4,299+75.4% |
| Participant deferral / active EE | $18,975 | $4,454+326.0% | $4,175+354.5% | $6,507+191.6% |
| Admin fee / account holder | $80,840 | $5,568+1351.8% | $5,349+1411.4% | $12,624+540.4% |