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 | $39,093 | $107,334-63.6% | $92,893-57.9% | $152,861-74.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.66% | 145.58%-123.9pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,515 | $4,221-64.1% | $3,653-58.5% | $4,762-68.2% |
| Participant deferral / active EE | $10,131 | $4,845+109.1% | $4,236+139.2% | $5,850+73.2% |
| Admin fee / account holder | $529 | $7,079-92.5% | $5,794-90.9% | $11,596-95.4% |