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 | $15,062 | $107,934-86.0% | $91,989-83.6% | $152,861-90.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 15.73% | 89.24%-73.5pp | 69.02%-53.3pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,197 | $4,210-47.8% | $3,452-36.3% | $4,762-53.9% |
| Participant deferral / active EE | $3,014 | $6,364-52.6% | $5,923-49.1% | $5,850-48.5% |
| Admin fee / account holder | $1,427 | $10,520-86.4% | $7,743-81.6% | $11,596-87.7% |