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 8-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 | $28,210 | $227,553-87.6% | $189,557-85.1% | $167,490-83.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 21.67% | 78.40%-56.7pp | 64.17%-42.5pp | 478.56%-456.9pp |
| Employer contribution / active EE | $3,038 | $5,316-42.9% | $4,412-31.1% | $4,837-37.2% |
| Participant deferral / active EE | $4,243 | $7,002-39.4% | $6,174-31.3% | $6,341-33.1% |
| Admin fee / account holder | $400 | $11,878-96.6% | $9,807-95.9% | $12,309-96.8% |