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 4-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 | $38,887 | $117,983-67.0% | $101,794-61.8% | $142,382-72.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.47% | 36.92%-15.4pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,436 | $2,773+23.9% | $2,289+50.1% | $4,299-20.1% |
| Participant deferral / active EE | $7,194 | $4,714+52.6% | $4,084+76.2% | $6,507+10.6% |
| Admin fee / account holder | $1,246 | $10,433-88.1% | $8,777-85.8% | $12,624-90.1% |