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 | $57,687 | $124,281-53.6% | $109,143-47.1% | $167,490-65.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.74% | 26.04%-12.3pp | 25.75%-12.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,135 | $4,207-73.0% | $3,722-69.5% | $4,837-76.5% |
| Participant deferral / active EE | $10,033 | $5,255+90.9% | $4,653+115.6% | $6,341+58.2% |
| Admin fee / account holder | $474 | $7,970-94.1% | $6,752-93.0% | $12,309-96.2% |