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 | $35,367 | $183,519-80.7% | $155,509-77.3% | $145,922-75.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.66% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,893 | $5,313-26.7% | $4,672-16.7% | $4,660-16.4% |
| Participant deferral / active EE | $4,081 | $6,462-36.8% | $5,626-27.5% | $6,688-39.0% |
| Admin fee / account holder | $423 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |