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 | $38,612 | $106,749-63.8% | $145,433-73.5% | $82,448-53.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.03% | 27.59%-3.6pp | 66.58%-42.5pp | 41.64%-17.6pp |
| Employer contribution / active EE | $5,591 | $3,444+62.3% | $4,554+22.8% | $2,551+119.2% |
| Participant deferral / active EE | $3,856 | $6,519-40.8% | $7,897-51.2% | $4,139-6.8% |
| Admin fee / account holder | $947 | $8,390-88.7% | $13,129-92.8% | $7,234-86.9% |