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 | $31,555 | $175,202-82.0% | $149,673-78.9% | $139,434-77.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.51% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,245 | $5,474-77.3% | $4,818-74.2% | $4,751-73.8% |
| Participant deferral / active EE | $4,000 | $6,519-38.6% | $5,680-29.6% | $6,710-40.4% |
| Admin fee / account holder | $4,925 | $16,150-69.5% | $13,210-62.7% | $11,403-56.8% |