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 | $30,690 | $124,281-75.3% | $109,143-71.9% | $167,490-81.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.50% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $906 | $4,207-78.5% | $3,722-75.6% | $4,837-81.3% |
| Participant deferral / active EE | $6,598 | $5,255+25.5% | $4,653+41.8% | $6,341+4.0% |
| Admin fee / account holder | $548 | $7,970-93.1% | $6,752-91.9% | $12,309-95.5% |