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 | $70,080 | $105,126-33.3% | $94,646-26.0% | $139,434-49.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.11% | 38.03%-18.9pp | 156.71%-137.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,138 | $4,106-23.6% | $3,672-14.5% | $4,751-33.9% |
| Participant deferral / active EE | $15,054 | $7,599+98.1% | $7,418+102.9% | $6,710+124.3% |
| Admin fee / account holder | $318 | $8,984-96.5% | $7,231-95.6% | $11,403-97.2% |