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 | $37,666 | $96,635-61.0% | $86,612-56.5% | $139,434-73.0% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 20.73% | 106.41%-85.7pp | 591.07%-570.3pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,957 | $3,263+21.3% | $3,022+30.9% | $4,751-16.7% |
| Participant deferral / active EE | $10,013 | $4,836+107.1% | $4,438+125.6% | $6,710+49.2% |
| Admin fee / account holder | $1,119 | $6,408-82.5% | $5,614-80.1% | $11,403-90.2% |