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 8-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 | $45,038 | $45,343-0.7% | $150,298-70.0% | $67,986-33.8% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 18.94% | 33.28%-14.3pp | 62.79%-43.8pp | 31.67%-12.7pp |
| Employer contribution / active EE | $5,021 | $1,462+243.4% | $4,154+20.9% | $2,019+148.7% |
| Participant deferral / active EE | $3,879 | $2,055+88.8% | $5,453-28.9% | $3,358+15.5% |
| Admin fee / account holder | $2,045 | $2,250-9.1% | $14,116-85.5% | $3,203-36.2% |