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 | $77,187 | $176,812-56.3% | $146,665-47.4% | $167,490-53.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.48% | 24.03%-8.6pp | 22.74%-7.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,034 | $5,160-80.0% | $4,136-75.0% | $4,837-78.6% |
| Participant deferral / active EE | $9,154 | $6,440+42.2% | $5,506+66.3% | $6,341+44.4% |
| Admin fee / account holder | $1,450 | $13,259-89.1% | $10,280-85.9% | $12,309-88.2% |