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 | $95,922 | $201,272-52.3% | $184,203-47.9% | $145,922-34.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.53% | 29.00%-8.5pp | 28.81%-8.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $4,105 | $7,022-41.5% | $6,427-36.1% | $4,660-11.9% |
| Participant deferral / active EE | $8,692 | $9,806-11.4% | $9,131-4.8% | $6,688+30.0% |
| Admin fee / account holder | $480 | $16,364-97.1% | $13,901-96.5% | $13,397-96.4% |