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 | $33,642 | $202,432-83.4% | $169,368-80.1% | $139,434-75.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.71% | 531.74%-511.0pp | 405.60%-384.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,837 | $4,692-39.5% | $4,013-29.3% | $4,751-40.3% |
| Participant deferral / active EE | $4,955 | $6,938-28.6% | $6,221-20.3% | $6,710-26.2% |
| Admin fee / account holder | $506 | $10,708-95.3% | $9,003-94.4% | $11,403-95.6% |