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 | $37,328 | $165,335-77.4% | $149,696-75.1% | $158,922-76.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.21% | 348.15%-312.9pp | 276.60%-241.4pp | 302.83%-267.6pp |
| Employer contribution / active EE | $3,344 | $5,103-34.5% | $4,644-28.0% | $4,761-29.8% |
| Participant deferral / active EE | $13,100 | $7,181+82.4% | $6,842+91.5% | $5,982+119.0% |
| Admin fee / account holder | $426 | $10,807-96.1% | $9,309-95.4% | $11,246-96.2% |