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 | $113,516 | $202,432-43.9% | $169,368-33.0% | $139,434-18.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.37% | 531.74%-516.4pp | 405.60%-390.2pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,280 | $4,692-30.1% | $4,013-18.3% | $4,751-31.0% |
| Participant deferral / active EE | $12,119 | $6,938+74.7% | $6,221+94.8% | $6,710+80.6% |
| Admin fee / account holder | $545 | $10,708-94.9% | $9,003-93.9% | $11,403-95.2% |