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 | $34,536 | $202,432-82.9% | $169,368-79.6% | $139,434-75.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.11% | 531.74%-512.6pp | 405.60%-386.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $5,168 | $4,692+10.1% | $4,013+28.8% | $4,751+8.8% |
| Participant deferral / active EE | $16,527 | $6,938+138.2% | $6,221+165.7% | $6,710+146.3% |
| Admin fee / account holder | $5,675 | $10,708-47.0% | $9,003-37.0% | $11,403-50.2% |