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 | $33,628 | $165,335-79.7% | $149,696-77.5% | $158,922-78.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.07% | 348.15%-329.1pp | 276.60%-257.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,595 | $5,103-49.1% | $4,644-44.1% | $4,761-45.5% |
| Participant deferral / active EE | $4,741 | $7,181-34.0% | $6,842-30.7% | $5,982-20.8% |
| Admin fee / account holder | $417 | $10,807-96.1% | $9,309-95.5% | $11,246-96.3% |