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 6-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 | $40,961 | $102,317-60.0% | $146,958-72.1% | $80,856-49.3% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 15.02% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,100 | $3,713-16.5% | $4,933-37.1% | $2,755+12.5% |
| Participant deferral / active EE | $8,503 | $6,644+28.0% | $8,070+5.4% | $4,296+97.9% |
| Admin fee / account holder | $572 | $7,941-92.8% | $12,998-95.6% | $6,918-91.7% |