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 | $26,025 | $148,534-82.5% | $135,903-80.9% | $139,434-81.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.48% | 79.19%-61.7pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $15,009 | $5,243+186.3% | $4,856+209.1% | $4,751+215.9% |
| Participant deferral / active EE | $6,608 | $8,100-18.4% | $7,758-14.8% | $6,710-1.5% |
| Admin fee / account holder | $327 | $12,400-97.4% | $10,762-97.0% | $11,403-97.1% |