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 | $28,909 | $210,648-86.3% | $177,989-83.8% | $145,922-80.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.40% | 385.86%-369.5pp | 294.48%-278.1pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,842 | $4,565-37.7% | $3,949-28.0% | $4,660-39.0% |
| Participant deferral / active EE | $7,326 | $6,958+5.3% | $6,276+16.7% | $6,688+9.5% |
| Admin fee / account holder | $3,562 | $12,013-70.4% | $10,363-65.6% | $13,397-73.4% |