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 | $158,398-71.0% | $126,539-63.7% | $142,382-67.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.53% | 593.76%-573.2pp | 425.95%-405.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,860 | $4,650-38.5% | $3,674-22.2% | $4,299-33.5% |
| Participant deferral / active EE | $2,860 | $4,767-40.0% | $4,083-30.0% | $6,507-56.1% |
| Admin fee / account holder | $315 | $6,918-95.4% | $6,065-94.8% | $12,624-97.5% |