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 | $38,396 | $69,207-44.5% | $64,056-40.1% | $139,434-72.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.67% | 45.88%-34.2pp | 33.69%-22.0pp | 372.94%-361.3pp |
| Employer contribution / active EE | $3,881 | $3,182+22.0% | $2,747+41.3% | $4,751-18.3% |
| Participant deferral / active EE | $6,980 | $4,682+49.1% | $3,880+79.9% | $6,710+4.0% |
| Admin fee / account holder | $12,180 | $4,244+187.0% | $3,068+297.0% | $11,403+6.8% |