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 | $31,063 | $102,382-69.7% | $147,005-78.9% | $80,874-61.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.34% | 134.89%-118.6pp | 418.76%-402.4pp | 35.62%-19.3pp |
| Employer contribution / active EE | $3,809 | $3,715+2.5% | $4,934-22.8% | $2,756+38.2% |
| Participant deferral / active EE | $6,351 | $6,646-4.4% | $8,070-21.3% | $4,297+47.8% |
| Admin fee / account holder | $450 | $7,942-94.3% | $13,006-96.5% | $6,935-93.5% |