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 | $56,530 | $202,432-72.1% | $169,368-66.6% | $139,434-59.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.51% | 531.74%-514.2pp | 405.60%-388.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,428 | $4,692-26.9% | $4,013-14.6% | $4,751-27.8% |
| Participant deferral / active EE | $7,733 | $6,938+11.5% | $6,221+24.3% | $6,710+15.2% |
| Admin fee / account holder | $15,126 | $10,708+41.3% | $9,003+68.0% | $11,403+32.7% |