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 | $40,104 | $115,770-65.4% | $101,248-60.4% | $158,922-74.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.41% | 56.14%-25.7pp | 46.47%-16.1pp | 302.83%-272.4pp |
| Employer contribution / active EE | $8,878 | $4,175+112.7% | $3,660+142.6% | $4,761+86.5% |
| Participant deferral / active EE | $11,097 | $4,957+123.8% | $4,370+153.9% | $5,982+85.5% |
| Admin fee / account holder | $389 | $7,245-94.6% | $5,945-93.5% | $11,246-96.5% |