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 | $37,881 | $124,281-69.5% | $109,143-65.3% | $167,490-77.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.83% | 26.04%-8.2pp | 25.75%-7.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $6,886 | $4,207+63.7% | $3,722+85.0% | $4,837+42.3% |
| Participant deferral / active EE | $10,052 | $5,255+91.3% | $4,653+116.0% | $6,341+58.5% |
| Admin fee / account holder | $492 | $7,970-93.8% | $6,752-92.7% | $12,309-96.0% |