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 | $43,232 | $124,319-65.2% | $111,297-61.2% | $167,490-74.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 21.05% | 37.44%-16.4pp | 54.65%-33.6pp | 478.56%-457.5pp |
| Employer contribution / active EE | $19,349 | $3,435+463.2% | $2,731+608.5% | $4,837+300.0% |
| Participant deferral / active EE | $4,701 | $5,180-9.3% | $4,487+4.8% | $6,341-25.9% |
| Admin fee / account holder | $3,413 | $10,618-67.9% | $7,964-57.1% | $12,309-72.3% |