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 | $36,404 | $110,257-67.0% | $96,544-62.3% | $139,434-73.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.09% | 26.32%-13.2pp | 25.84%-12.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $4,373 | $3,620+20.8% | $2,965+47.5% | $4,751-8.0% |
| Participant deferral / active EE | $7,154 | $5,548+28.9% | $4,851+47.5% | $6,710+6.6% |
| Admin fee / account holder | $110,216 | $11,591+850.9% | $8,252+1235.6% | $11,403+866.6% |