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 | $45,436 | $121,625-62.6% | $104,607-56.6% | $158,922-71.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 34.78% | 465.26%-430.5pp | 340.46%-305.7pp | 302.83%-268.0pp |
| Employer contribution / active EE | $3,886 | $3,163+22.9% | $2,681+45.0% | $4,761-18.4% |
| Participant deferral / active EE | $9,158 | $4,177+119.2% | $3,740+144.9% | $5,982+53.1% |
| Admin fee / account holder | $478 | $7,787-93.9% | $6,473-92.6% | $11,246-95.8% |