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 | $36,881 | $176,377-79.1% | $134,143-72.5% | $158,922-76.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.17% | 63.63%-51.5pp | 36.33%-24.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $7,671 | $5,040+52.2% | $3,704+107.1% | $4,761+61.1% |
| Participant deferral / active EE | $6,382 | $4,091+56.0% | $3,499+82.4% | $5,982+6.7% |
| Admin fee / account holder | $12,367 | $8,718+41.9% | $6,684+85.0% | $11,246+10.0% |