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 | $32,271 | $115,882-72.2% | $100,516-67.9% | $158,922-79.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 27.99% | 34.79%-6.8pp | 30.89%-2.9pp | 302.83%-274.8pp |
| Employer contribution / active EE | $11,248 | $4,103+174.1% | $3,418+229.1% | $4,761+136.2% |
| Participant deferral / active EE | $7,927 | $6,674+18.8% | $6,270+26.4% | $5,982+32.5% |
| Admin fee / account holder | $394 | $10,995-96.4% | $8,081-95.1% | $11,246-96.5% |