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 | $37,862 | $106,890-64.6% | $84,015-54.9% | $152,861-75.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 14.03% | 104.99%-91.0pp | 71.31%-57.3pp | 345.32%-331.3pp |
| Employer contribution / active EE | $1,547 | $2,734-43.4% | $1,983-22.0% | $4,762-67.5% |
| Participant deferral / active EE | $1,814 | $4,011-54.8% | $3,239-44.0% | $5,850-69.0% |
| Admin fee / account holder | $1,701 | $8,285-79.5% | $6,101-72.1% | $11,596-85.3% |