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 | $65,397 | $202,432-67.7% | $169,368-61.4% | $139,434-53.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.48% | 531.74%-520.3pp | 405.60%-394.1pp | 372.94%-361.5pp |
| Employer contribution / active EE | $6,612 | $4,692+40.9% | $4,013+64.8% | $4,751+39.2% |
| Participant deferral / active EE | $8,291 | $6,938+19.5% | $6,221+33.3% | $6,710+23.6% |
| Admin fee / account holder | $1,266 | $10,708-88.2% | $9,003-85.9% | $11,403-88.9% |