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 | $35,477 | $100,773-64.8% | $88,946-60.1% | $142,382-75.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.88% | 70.18%-48.3pp | 57.82%-35.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,550 | $2,918+21.7% | $2,555+38.9% | $4,299-17.4% |
| Participant deferral / active EE | $7,400 | $5,230+41.5% | $4,581+61.5% | $6,507+13.7% |
| Admin fee / account holder | $445 | $9,693-95.4% | $8,261-94.6% | $12,624-96.5% |