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 | $37,962 | $81,632-53.5% | $70,449-46.1% | $158,922-76.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.24% | 208.40%-195.2pp | 109.03%-95.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,085 | $3,217-35.2% | $2,737-23.8% | $4,761-56.2% |
| Participant deferral / active EE | $8,537 | $4,554+87.5% | $3,709+130.2% | $5,982+42.7% |
| Admin fee / account holder | $8,872 | $6,193+43.3% | $3,845+130.7% | $11,246-21.1% |