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 | $45,985 | $149,040-69.1% | $120,225-61.8% | $137,256-66.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.53% | 605.68%-585.2pp | 439.23%-418.7pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,860 | $4,350-34.3% | $3,475-17.7% | $4,156-31.2% |
| Participant deferral / active EE | $2,860 | $4,655-38.6% | $3,999-28.5% | $6,407-55.4% |
| Admin fee / account holder | $315 | $6,348-95.0% | $5,696-94.5% | $12,270-97.4% |