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 | $39,299 | $48,230-18.5% | $67,502-41.8% | $80,856-51.4% |
| Participation rate | 98.1% | 66.4%+31.8pp | 72.9%+25.3pp | 67.6%+30.5pp |
| Annual return | 14.45% | 18.28%-3.8pp | 3512.12%-3497.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $8,522 | $2,020+321.9% | $2,731+212.0% | $2,755+209.3% |
| Participant deferral / active EE | $948 | $2,924-67.6% | $4,000-76.3% | $4,296-77.9% |
| Admin fee / account holder | $2,186 | $3,681-40.6% | $3,998-45.3% | $6,918-68.4% |