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 | $37,362 | $175,202-78.7% | $149,673-75.0% | $139,434-73.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.03% | 166.71%-153.7pp | 134.42%-121.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,430 | $5,474-55.6% | $4,818-49.6% | $4,751-48.9% |
| Participant deferral / active EE | $6,250 | $6,519-4.1% | $5,680+10.0% | $6,710-6.9% |
| Admin fee / account holder | $22,017 | $16,150+36.3% | $13,210+66.7% | $11,403+93.1% |