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 | $29,089 | $115,882-74.9% | $100,516-71.1% | $158,922-81.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.91% | 34.79%-19.9pp | 30.89%-16.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $5,270 | $4,103+28.4% | $3,418+54.2% | $4,761+10.7% |
| Participant deferral / active EE | $8,033 | $6,674+20.4% | $6,270+28.1% | $5,982+34.3% |
| Admin fee / account holder | $415 | $10,995-96.2% | $8,081-94.9% | $11,246-96.3% |