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 | $34,641 | $197,591-82.5% | $177,821-80.5% | $158,922-78.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.42% | 58.76%-32.3pp | 48.32%-21.9pp | 302.83%-276.4pp |
| Employer contribution / active EE | $5,123 | $6,697-23.5% | $5,918-13.4% | $4,761+7.6% |
| Participant deferral / active EE | $14,576 | $8,405+73.4% | $7,714+89.0% | $5,982+143.7% |
| Admin fee / account holder | $24,350 | $15,399+58.1% | $12,427+95.9% | $11,246+116.5% |