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 | $60,632 | $118,680-48.9% | $98,907-38.7% | $158,922-61.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 26.51% | 372.35%-345.8pp | 196.43%-169.9pp | 302.83%-276.3pp |
| Employer contribution / active EE | $3,822 | $3,333+14.7% | $2,689+42.1% | $4,761-19.7% |
| Participant deferral / active EE | $9,096 | $5,088+78.8% | $4,244+114.3% | $5,982+52.1% |
| Admin fee / account holder | $816 | $10,131-91.9% | $6,642-87.7% | $11,246-92.7% |