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 | $38,964 | $117,983-67.0% | $101,794-61.7% | $142,382-72.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.56% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,196 | $2,773-20.8% | $2,289-4.1% | $4,299-48.9% |
| Participant deferral / active EE | $11,218 | $4,714+138.0% | $4,084+174.7% | $6,507+72.4% |
| Admin fee / account holder | $1,181 | $10,433-88.7% | $8,777-86.5% | $12,624-90.6% |