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 | $37,888 | $100,970-62.5% | $96,576-60.8% | $137,256-72.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 26.93% | 38.16%-11.2pp | 38.47%-11.5pp | 220.34%-193.4pp |
| Employer contribution / active EE | $8,578 | $3,809+125.2% | $3,553+141.4% | $4,156+106.4% |
| Participant deferral / active EE | $18,720 | $8,286+125.9% | $7,956+135.3% | $6,407+192.2% |
| Admin fee / account holder | $13,533 | $11,312+19.6% | $11,381+18.9% | $12,270+10.3% |