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 | $44,452 | $149,734-70.3% | $118,925-62.6% | $158,922-72.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 23.37% | 19.95%+3.4pp | 35.88%-12.5pp | 302.83%-279.5pp |
| Employer contribution / active EE | $5,125 | $4,115+24.5% | $3,263+57.1% | $4,761+7.6% |
| Participant deferral / active EE | $7,918 | $5,223+51.6% | $4,265+85.7% | $5,982+32.4% |
| Admin fee / account holder | $997 | $8,603-88.4% | $6,581-84.8% | $11,246-91.1% |