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 | $49,975 | $172,111-71.0% | $150,298-66.7% | $137,256-63.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.41% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,771 | $4,636-61.8% | $4,154-57.4% | $4,156-57.4% |
| Participant deferral / active EE | $5,493 | $6,166-10.9% | $5,453+0.7% | $6,407-14.3% |
| Admin fee / account holder | $1,000 | $16,471-93.9% | $14,116-92.9% | $12,270-91.9% |