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 8-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 | $30,985 | $202,432-84.7% | $169,368-81.7% | $139,434-77.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.30% | 531.74%-507.4pp | 405.60%-381.3pp | 372.94%-348.6pp |
| Employer contribution / active EE | $2,196 | $4,692-53.2% | $4,013-45.3% | $4,751-53.8% |
| Participant deferral / active EE | $3,839 | $6,938-44.7% | $6,221-38.3% | $6,710-42.8% |
| Admin fee / account holder | $661 | $10,708-93.8% | $9,003-92.7% | $11,403-94.2% |