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 | $89,375 | $114,381-21.9% | $107,525-16.9% | $142,382-37.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.46% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,155 | $4,015-46.3% | $3,754-42.6% | $4,299-49.9% |
| Participant deferral / active EE | $23,500 | $5,564+322.3% | $5,116+359.4% | $6,507+261.1% |
| Admin fee / account holder | $457 | $9,860-95.4% | $8,919-94.9% | $12,624-96.4% |