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 | $29,719 | $228,332-87.0% | $185,823-84.0% | $158,922-81.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 65.98% | 40.80%+25.2pp | 35.95%+30.0pp | 302.83%-236.8pp |
| Employer contribution / active EE | $6,153 | $4,967+23.9% | $4,087+50.5% | $4,761+29.2% |
| Participant deferral / active EE | $18,665 | $6,415+191.0% | $5,632+231.4% | $5,982+212.0% |
| Admin fee / account holder | $956 | $11,864-91.9% | $9,500-89.9% | $11,246-91.5% |