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 | $37,992 | $99,877-62.0% | $84,966-55.3% | $145,922-74.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.54% | 83.76%-70.2pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,423 | $3,231-25.0% | $2,727-11.1% | $4,660-48.0% |
| Participant deferral / active EE | $8,054 | $5,291+52.2% | $4,519+78.2% | $6,688+20.4% |
| Admin fee / account holder | $1,022 | $7,248-85.9% | $6,149-83.4% | $13,397-92.4% |