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 | $32,075 | $90,397-64.5% | $76,002-57.8% | $145,959-78.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.83% | 621.97%-607.1pp | 360.07%-345.2pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,039 | $3,317-38.5% | $2,688-24.1% | $4,661-56.2% |
| Participant deferral / active EE | $3,910 | $5,163-24.3% | $4,257-8.1% | $6,689-41.5% |
| Admin fee / account holder | $1,795 | $8,369-78.6% | $6,414-72.0% | $13,398-86.6% |