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 | $32,894 | $172,111-80.9% | $150,298-78.1% | $137,256-76.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.36% | 69.37%-46.0pp | 62.79%-39.4pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,891 | $4,636-59.2% | $4,154-54.5% | $4,156-54.5% |
| Participant deferral / active EE | $4,748 | $6,166-23.0% | $5,453-12.9% | $6,407-25.9% |
| Admin fee / account holder | $559 | $16,471-96.6% | $14,116-96.0% | $12,270-95.4% |