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 | $52,491 | $176,377-70.2% | $134,143-60.9% | $158,922-67.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.62% | 63.63%-58.0pp | 36.33%-30.7pp | 302.83%-297.2pp |
| Employer contribution / active EE | $9,304 | $5,040+84.6% | $3,704+151.2% | $4,761+95.4% |
| Participant deferral / active EE | $4,333 | $4,091+5.9% | $3,499+23.9% | $5,982-27.6% |
| Admin fee / account holder | $302 | $8,718-96.5% | $6,684-95.5% | $11,246-97.3% |