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 | $39,630 | $102,317-61.3% | $146,958-73.0% | $80,856-51.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.91% | 134.76%-119.9pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,025 | $3,713+35.3% | $4,933+1.9% | $2,755+82.4% |
| Participant deferral / active EE | $7,313 | $6,644+10.1% | $8,070-9.4% | $4,296+70.2% |
| Admin fee / account holder | $1,308 | $7,941-83.5% | $12,998-89.9% | $6,918-81.1% |