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 | $55,003 | $105,181-47.7% | $159,436-65.5% | $85,850-35.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.82% | 45.07%-25.3pp | 263.57%-243.7pp | 318.53%-298.7pp |
| Employer contribution / active EE | $4,448 | $3,318+34.0% | $4,829-7.9% | $2,565+73.4% |
| Participant deferral / active EE | $10,458 | $5,945+75.9% | $7,352+42.2% | $3,952+164.6% |
| Admin fee / account holder | $598 | $6,933-91.4% | $10,799-94.5% | $6,260-90.5% |