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 | $95,279 | $214,378-55.6% | $200,582-52.5% | $142,382-33.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.22% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $8,619 | $6,841+26.0% | $6,419+34.3% | $4,299+100.5% |
| Participant deferral / active EE | $14,343 | $9,865+45.4% | $9,331+53.7% | $6,507+120.4% |
| Admin fee / account holder | $310 | $17,692-98.2% | $16,305-98.1% | $12,624-97.5% |