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 8-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 | $32,903 | $73,933-55.5% | $96,683-66.0% | $75,163-56.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.36% | 26.70%-6.3pp | 35.69%-15.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,309 | $2,928-55.3% | $3,737-65.0% | $2,670-51.0% |
| Participant deferral / active EE | $7,030 | $3,659+92.2% | $4,878+44.1% | $4,125+70.4% |
| Admin fee / account holder | $522 | $5,216-90.0% | $6,730-92.2% | $5,651-90.8% |