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 | $32,866 | $110,257-70.2% | $96,544-66.0% | $139,434-76.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 39.45% | 26.32%+13.1pp | 25.84%+13.6pp | 372.94%-333.5pp |
| Employer contribution / active EE | $7,518 | $3,620+107.7% | $2,965+153.6% | $4,751+58.3% |
| Participant deferral / active EE | $5,065 | $5,548-8.7% | $4,851+4.4% | $6,710-24.5% |
| Admin fee / account holder | $1,803 | $11,591-84.4% | $8,252-78.2% | $11,403-84.2% |