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 | $44,127 | $201,272-78.1% | $184,203-76.0% | $145,922-69.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.54% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,322 | $7,022-66.9% | $6,427-63.9% | $4,660-50.2% |
| Participant deferral / active EE | $6,889 | $9,806-29.7% | $9,131-24.6% | $6,688+3.0% |
| Admin fee / account holder | $308 | $16,364-98.1% | $13,901-97.8% | $13,397-97.7% |