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 | $20,202 | $114,381-82.3% | $107,525-81.2% | $142,382-85.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.99% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,433 | $4,015-39.4% | $3,754-35.2% | $4,299-43.4% |
| Participant deferral / active EE | $3,659 | $5,564-34.2% | $5,116-28.5% | $6,507-43.8% |
| Admin fee / account holder | $1,780 | $9,860-81.9% | $8,919-80.0% | $12,624-85.9% |