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 | $43,743 | $105,126-58.4% | $94,646-53.8% | $139,434-68.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.70% | 38.03%-19.3pp | 156.71%-138.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,131 | $4,106-23.7% | $3,672-14.7% | $4,751-34.1% |
| Participant deferral / active EE | $7,621 | $7,599+0.3% | $7,418+2.7% | $6,710+13.6% |
| Admin fee / account holder | $434 | $8,984-95.2% | $7,231-94.0% | $11,403-96.2% |