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 | $32,290 | $115,770-72.1% | $101,248-68.1% | $158,922-79.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.79% | 56.14%-32.3pp | 46.47%-22.7pp | 302.83%-279.0pp |
| Employer contribution / active EE | $4,100 | $4,175-1.8% | $3,660+12.0% | $4,761-13.9% |
| Participant deferral / active EE | $10,720 | $4,957+116.3% | $4,370+145.3% | $5,982+79.2% |
| Admin fee / account holder | $301 | $7,245-95.8% | $5,945-94.9% | $11,246-97.3% |