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 | $38,808 | $124,281-68.8% | $109,143-64.4% | $167,490-76.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.48% | 26.04%-7.6pp | 25.75%-7.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $7,477 | $4,207+77.7% | $3,722+100.9% | $4,837+54.6% |
| Participant deferral / active EE | $2,290 | $5,255-56.4% | $4,653-50.8% | $6,341-63.9% |
| Admin fee / account holder | $469 | $7,970-94.1% | $6,752-93.1% | $12,309-96.2% |