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 10-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 | $30,766 | $105,859-70.9% | $90,160-65.9% | $147,584-79.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 35.76% | 37.63%-1.9pp | 34.88%+0.9pp | 578.55%-542.8pp |
| Employer contribution / active EE | $7,749 | $4,126+87.8% | $3,318+133.5% | $4,876+58.9% |
| Participant deferral / active EE | $9,372 | $5,733+63.5% | $5,288+77.2% | $5,439+72.3% |
| Admin fee / account holder | $2,353 | $8,046-70.8% | $5,943-60.4% | $10,885-78.4% |