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 | $35,471 | $105,181-66.3% | $159,436-77.8% | $85,850-58.7% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 24.46% | 45.07%-20.6pp | 263.57%-239.1pp | 318.53%-294.1pp |
| Employer contribution / active EE | $14,699 | $3,318+343.0% | $4,829+204.4% | $2,565+473.1% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $462 | $6,933-93.3% | $10,799-95.7% | $6,260-92.6% |