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 | $48,541 | $90,348-46.3% | $75,972-36.1% | $145,922-66.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.29% | 620.88%-608.6pp | 359.55%-347.3pp | 561.29%-549.0pp |
| Employer contribution / active EE | $925 | $3,311-72.1% | $2,685-65.5% | $4,660-80.1% |
| Participant deferral / active EE | $7,205 | $5,162+39.6% | $4,255+69.3% | $6,688+7.7% |
| Admin fee / account holder | $511 | $8,467-94.0% | $6,467-92.1% | $13,397-96.2% |