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 | $18,620 | $57,281-67.5% | $86,612-78.5% | $75,163-75.2% |
| Participation rate | 97.2% | 63.2%+34.0pp | 71.7%+25.5pp | 67.2%+30.0pp |
| Annual return | 14.75% | 2670.75%-2656.0pp | 591.07%-576.3pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,065 | $2,314+32.4% | $3,022+1.4% | $2,670+14.8% |
| Participant deferral / active EE | $5,016 | $3,318+51.2% | $4,438+13.0% | $4,125+21.6% |
| Admin fee / account holder | $874 | $4,112-78.7% | $5,614-84.4% | $5,651-84.5% |