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 | $21,339 | $177,572-88.0% | $154,803-86.2% | $142,382-85.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.98% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,324 | $4,810-30.9% | $4,305-22.8% | $4,299-22.7% |
| Participant deferral / active EE | $1,771 | $6,272-71.8% | $5,540-68.0% | $6,507-72.8% |
| Admin fee / account holder | $334 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |