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 | $34,921 | $115,770-69.8% | $101,248-65.5% | $158,922-78.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.13% | 56.14%-42.0pp | 46.47%-32.3pp | 302.83%-288.7pp |
| Employer contribution / active EE | $4,345 | $4,175+4.1% | $3,660+18.7% | $4,761-8.7% |
| Participant deferral / active EE | $9,287 | $4,957+87.3% | $4,370+112.5% | $5,982+55.2% |
| Admin fee / account holder | $585 | $7,245-91.9% | $5,945-90.2% | $11,246-94.8% |