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 | $48,105 | $110,257-56.4% | $96,544-50.2% | $139,434-65.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.09% | 26.32%-6.2pp | 25.84%-5.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,174 | $3,620-67.6% | $2,965-60.4% | $4,751-75.3% |
| Participant deferral / active EE | $4,863 | $5,548-12.4% | $4,851+0.2% | $6,710-27.5% |
| Admin fee / account holder | $778 | $11,591-93.3% | $8,252-90.6% | $11,403-93.2% |