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 | $33,976 | $183,592-81.5% | $155,567-78.2% | $145,959-76.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,415 | $5,315-54.6% | $4,674-48.3% | $4,661-48.2% |
| Participant deferral / active EE | $3,377 | $6,464-47.8% | $5,628-40.0% | $6,689-49.5% |
| Admin fee / account holder | $1,220 | $19,318-93.7% | $15,916-92.3% | $13,398-90.9% |