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 | $32,740 | $109,904-70.2% | $97,167-66.3% | $145,959-77.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.45% | 243.43%-224.0pp | 75.27%-55.8pp | 561.95%-542.5pp |
| Employer contribution / active EE | $3,076 | $3,084-0.3% | $2,729+12.7% | $4,661-34.0% |
| Participant deferral / active EE | $9,594 | $4,676+105.2% | $4,264+125.0% | $6,689+43.4% |
| Admin fee / account holder | $509 | $6,216-91.8% | $5,650-91.0% | $13,398-96.2% |