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 | $31,740 | $149,734-78.8% | $118,925-73.3% | $158,922-80.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 25.62% | 19.95%+5.7pp | 35.88%-10.3pp | 302.83%-277.2pp |
| Employer contribution / active EE | $6,320 | $4,115+53.6% | $3,263+93.7% | $4,761+32.7% |
| Participant deferral / active EE | $3,730 | $5,223-28.6% | $4,265-12.6% | $5,982-37.7% |
| Admin fee / account holder | $1,467 | $8,603-82.9% | $6,581-77.7% | $11,246-87.0% |