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 6-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 | $40,888 | $162,781-74.9% | $133,956-69.5% | $158,922-74.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.82% | 41.94%-28.1pp | 45.09%-31.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $14,081 | $4,975+183.0% | $3,919+259.3% | $4,761+195.7% |
| Participant deferral / active EE | $12,483 | $5,911+111.2% | $5,048+147.3% | $5,982+108.7% |
| Admin fee / account holder | $943 | $11,736-92.0% | $8,927-89.4% | $11,246-91.6% |