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 | $38,568 | $117,381-67.1% | $99,443-61.2% | $152,861-74.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 35.51% | 31.87%+3.6pp | 30.72%+4.8pp | 345.32%-309.8pp |
| Employer contribution / active EE | $1,955 | $3,013-35.1% | $2,540-23.0% | $4,762-59.0% |
| Participant deferral / active EE | $6,035 | $4,086+47.7% | $3,619+66.8% | $5,850+3.2% |
| Admin fee / account holder | $3,706 | $7,631-51.4% | $6,250-40.7% | $11,596-68.0% |