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 | $27,337 | $105,181-74.0% | $159,436-82.9% | $85,850-68.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.45% | 45.07%-26.6pp | 263.57%-245.1pp | 318.53%-300.1pp |
| Employer contribution / active EE | $6,597 | $3,318+98.8% | $4,829+36.6% | $2,565+157.2% |
| Participant deferral / active EE | $6,287 | $5,945+5.8% | $7,352-14.5% | $3,952+59.1% |
| Admin fee / account holder | $1,435 | $6,933-79.3% | $10,799-86.7% | $6,260-77.1% |