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 | $50,413 | $183,519-72.5% | $155,509-67.6% | $145,922-65.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.00% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,941 | $5,313-63.5% | $4,672-58.5% | $4,660-58.3% |
| Participant deferral / active EE | $11,035 | $6,462+70.7% | $5,626+96.1% | $6,688+65.0% |
| Admin fee / account holder | $560 | $19,313-97.1% | $15,912-96.5% | $13,397-95.8% |