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 | $41,643 | $112,881-63.1% | $90,951-54.2% | $158,922-73.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.26% | 215.79%-197.5pp | 134.60%-116.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $5,266 | $2,893+82.0% | $2,122+148.2% | $4,761+10.6% |
| Participant deferral / active EE | $7,732 | $4,128+87.3% | $3,373+129.2% | $5,982+29.2% |
| Admin fee / account holder | $4,300 | $8,041-46.5% | $5,959-27.8% | $11,246-61.8% |