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 | $44,520 | $175,202-74.6% | $149,673-70.3% | $139,434-68.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.01% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $5,741 | $5,474+4.9% | $4,818+19.2% | $4,751+20.8% |
| Participant deferral / active EE | $9,627 | $6,519+47.7% | $5,680+69.5% | $6,710+43.5% |
| Admin fee / account holder | $8,350 | $16,150-48.3% | $13,210-36.8% | $11,403-26.8% |