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 | $38,633 | $107,452-64.0% | $91,541-57.8% | $142,382-72.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 26.76% | 22.06%+4.7pp | 20.50%+6.3pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,635 | $2,994-45.4% | $2,505-34.7% | $4,299-62.0% |
| Participant deferral / active EE | $7,451 | $4,754+56.7% | $4,008+85.9% | $6,507+14.5% |
| Admin fee / account holder | $331 | $8,834-96.3% | $6,956-95.2% | $12,624-97.4% |