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 | $41,731 | $209,411-80.1% | $178,490-76.6% | $158,922-73.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.19% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $6,664 | $5,706+16.8% | $5,011+33.0% | $4,761+40.0% |
| Participant deferral / active EE | $12,164 | $5,954+104.3% | $5,202+133.8% | $5,982+103.3% |
| Admin fee / account holder | $462 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |