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 | $44,754 | $197,591-77.4% | $177,821-74.8% | $158,922-71.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.28% | 58.76%-24.5pp | 48.32%-14.0pp | 302.83%-268.5pp |
| Employer contribution / active EE | $2,946 | $6,697-56.0% | $5,918-50.2% | $4,761-38.1% |
| Participant deferral / active EE | $9,090 | $8,405+8.1% | $7,714+17.8% | $5,982+51.9% |
| Admin fee / account holder | $804 | $15,399-94.8% | $12,427-93.5% | $11,246-92.8% |