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 | $45,686 | $175,202-73.9% | $149,673-69.5% | $139,434-67.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.15% | 166.71%-139.6pp | 134.42%-107.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,231 | $5,474-59.3% | $4,818-53.7% | $4,751-53.0% |
| Participant deferral / active EE | $5,629 | $6,519-13.7% | $5,680-0.9% | $6,710-16.1% |
| Admin fee / account holder | $726 | $16,150-95.5% | $13,210-94.5% | $11,403-93.6% |