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 4-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 | $39,379 | $100,773-60.9% | $88,946-55.7% | $142,382-72.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.69% | 70.18%-47.5pp | 57.82%-35.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,302 | $2,918+13.2% | $2,555+29.2% | $4,299-23.2% |
| Participant deferral / active EE | $9,109 | $5,230+74.2% | $4,581+98.8% | $6,507+40.0% |
| Admin fee / account holder | $704 | $9,693-92.7% | $8,261-91.5% | $12,624-94.4% |