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 | $30,130 | $158,398-81.0% | $126,539-76.2% | $142,382-78.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.08% | 593.76%-580.7pp | 425.95%-412.9pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,425 | $4,650-69.4% | $3,674-61.2% | $4,299-66.9% |
| Participant deferral / active EE | $8,012 | $4,767+68.1% | $4,083+96.2% | $6,507+23.1% |
| Admin fee / account holder | $12,171 | $6,918+75.9% | $6,065+100.7% | $12,624-3.6% |