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 | $43,439 | $210,648-79.4% | $177,989-75.6% | $145,922-70.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.08% | 385.86%-376.8pp | 294.48%-285.4pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,910 | $4,565-58.2% | $3,949-51.6% | $4,660-59.0% |
| Participant deferral / active EE | $5,941 | $6,958-14.6% | $6,276-5.3% | $6,688-11.2% |
| Admin fee / account holder | $413 | $12,013-96.6% | $10,363-96.0% | $13,397-96.9% |