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 | $38,499 | $104,974-63.3% | $95,585-59.7% | $142,382-73.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.12% | 210.33%-198.2pp | 38.56%-26.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,206 | $2,779-20.6% | $2,527-12.7% | $4,299-48.7% |
| Participant deferral / active EE | $12,790 | $4,352+193.9% | $4,023+218.0% | $6,507+96.6% |
| Admin fee / account holder | $533 | $6,386-91.7% | $6,127-91.3% | $12,624-95.8% |