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 | $36,868 | $81,248-54.6% | $155,509-76.3% | $80,856-54.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 22.54% | 33.31%-10.8pp | 64.67%-42.1pp | 35.59%-13.1pp |
| Employer contribution / active EE | $4,901 | $3,100+58.1% | $4,672+4.9% | $2,755+77.9% |
| Participant deferral / active EE | $6,479 | $3,452+87.7% | $5,626+15.2% | $4,296+50.8% |
| Admin fee / account holder | $441 | $7,997-94.5% | $15,912-97.2% | $6,918-93.6% |