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 | $38,501 | $90,348-57.4% | $75,972-49.3% | $145,922-73.6% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 12.10% | 620.88%-608.8pp | 359.55%-347.4pp | 561.29%-549.2pp |
| Employer contribution / active EE | $7,800 | $3,311+135.6% | $2,685+190.5% | $4,660+67.4% |
| Participant deferral / active EE | $5,890 | $5,162+14.1% | $4,255+38.4% | $6,688-11.9% |
| Admin fee / account holder | $3,508 | $8,467-58.6% | $6,467-45.8% | $13,397-73.8% |