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 | $32,625 | $202,432-83.9% | $169,368-80.7% | $139,434-76.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.38% | 531.74%-519.4pp | 405.60%-393.2pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,867 | $4,692-38.9% | $4,013-28.6% | $4,751-39.7% |
| Participant deferral / active EE | $7,955 | $6,938+14.7% | $6,221+27.9% | $6,710+18.6% |
| Admin fee / account holder | $616 | $10,708-94.2% | $9,003-93.2% | $11,403-94.6% |