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 | $30,362 | $111,535-72.8% | $105,223-71.1% | $137,256-77.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.59% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $30,913 | $3,939+684.7% | $3,689+738.1% | $4,156+643.8% |
| Participant deferral / active EE | $30,915 | $5,500+462.1% | $5,072+509.6% | $6,407+382.5% |
| Admin fee / account holder | $22,482 | $9,721+131.3% | $8,859+153.8% | $12,270+83.2% |