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 | $40,672 | $103,966-60.9% | $112,887-64.0% | $75,163-45.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 23.80% | 24.54%-0.7pp | 34.10%-10.3pp | 160.62%-136.8pp |
| Employer contribution / active EE | $4,500 | $3,870+16.3% | $4,563-1.4% | $2,670+68.6% |
| Participant deferral / active EE | $9,656 | $5,456+77.0% | $6,513+48.3% | $4,125+134.1% |
| Admin fee / account holder | $903 | $7,663-88.2% | $7,047-87.2% | $5,651-84.0% |