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 | $32,338 | $124,281-74.0% | $109,143-70.4% | $167,490-80.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.97% | 26.04%-10.1pp | 25.75%-9.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,555 | $4,207-39.3% | $3,722-31.4% | $4,837-47.2% |
| Participant deferral / active EE | $3,578 | $5,255-31.9% | $4,653-23.1% | $6,341-43.6% |
| Admin fee / account holder | $971 | $7,970-87.8% | $6,752-85.6% | $12,309-92.1% |