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 6-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 | $26,057 | $228,332-88.6% | $185,823-86.0% | $158,922-83.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.12% | 40.80%-16.7pp | 35.95%-11.8pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,291 | $4,967-53.9% | $4,087-44.0% | $4,761-51.9% |
| Participant deferral / active EE | $10,469 | $6,415+63.2% | $5,632+85.9% | $5,982+75.0% |
| Admin fee / account holder | $467 | $11,864-96.1% | $9,500-95.1% | $11,246-95.8% |