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 | $38,637 | $154,117-74.9% | $129,995-70.3% | $139,434-72.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.76% | 32.48%-18.7pp | -137.18%+150.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $6,936 | $5,289+31.1% | $4,320+60.6% | $4,751+46.0% |
| Participant deferral / active EE | $6,627 | $6,710-1.2% | $5,820+13.9% | $6,710-1.2% |
| Admin fee / account holder | $1,129 | $14,007-91.9% | $10,614-89.4% | $11,403-90.1% |