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 | $39,048 | $114,381-65.9% | $107,525-63.7% | $142,382-72.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.70% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,297 | $4,015-67.7% | $3,754-65.5% | $4,299-69.8% |
| Participant deferral / active EE | $10,003 | $5,564+79.8% | $5,116+95.5% | $6,507+53.7% |
| Admin fee / account holder | $757 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |