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 6-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 | $34,990 | $183,519-80.9% | $155,509-77.5% | $145,922-76.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.48% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $10,066 | $5,313+89.5% | $4,672+115.4% | $4,660+116.0% |
| Participant deferral / active EE | $3,920 | $6,462-39.3% | $5,626-30.3% | $6,688-41.4% |
| Admin fee / account holder | $335 | $19,313-98.3% | $15,912-97.9% | $13,397-97.5% |