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 7-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 | $51,865 | $210,648-75.4% | $177,989-70.9% | $145,922-64.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.22% | 385.86%-373.6pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,431 | $4,565-46.7% | $3,949-38.4% | $4,660-47.8% |
| Participant deferral / active EE | $8,106 | $6,958+16.5% | $6,276+29.2% | $6,688+21.2% |
| Admin fee / account holder | $1,984 | $12,013-83.5% | $10,363-80.9% | $13,397-85.2% |