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 | $30,412 | $124,281-75.5% | $109,143-72.1% | $167,490-81.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.92% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $10,417 | $4,207+147.6% | $3,722+179.9% | $4,837+115.3% |
| Participant deferral / active EE | $5,463 | $5,255+3.9% | $4,653+17.4% | $6,341-13.9% |
| Admin fee / account holder | $951 | $7,970-88.1% | $6,752-85.9% | $12,309-92.3% |