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 | $69,649 | $118,680-41.3% | $98,907-29.6% | $158,922-56.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.92% | 372.35%-355.4pp | 196.43%-179.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,824 | $3,333-45.3% | $2,689-32.2% | $4,761-61.7% |
| Participant deferral / active EE | $6,188 | $5,088+21.6% | $4,244+45.8% | $5,982+3.4% |
| Admin fee / account holder | $433 | $10,131-95.7% | $6,642-93.5% | $11,246-96.2% |