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 | $38,746 | $109,982-64.8% | $97,226-60.1% | $145,922-73.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.94% | 242.90%-233.0pp | 75.13%-65.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,491 | $3,084-51.7% | $2,729-45.4% | $4,660-68.0% |
| Participant deferral / active EE | $10,915 | $4,676+133.4% | $4,264+156.0% | $6,688+63.2% |
| Admin fee / account holder | $365 | $6,221-94.1% | $5,654-93.5% | $13,397-97.3% |