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 | $26,109 | $118,450-78.0% | $98,439-73.5% | $139,434-81.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 24.06% | 18.94%+5.1pp | 21.16%+2.9pp | 372.94%-348.9pp |
| Employer contribution / active EE | $3,172 | $3,609-12.1% | $3,048+4.1% | $4,751-33.2% |
| Participant deferral / active EE | $6,451 | $5,392+19.6% | $4,738+36.2% | $6,710-3.9% |
| Admin fee / account holder | $440 | $14,026-96.9% | $8,948-95.1% | $11,403-96.1% |