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 | $56,945 | $100,773-43.5% | $88,946-36.0% | $142,382-60.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.24% | 70.18%-49.9pp | 57.82%-37.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,992 | $2,918+2.5% | $2,555+17.1% | $4,299-30.4% |
| Participant deferral / active EE | $4,814 | $5,230-8.0% | $4,581+5.1% | $6,507-26.0% |
| Admin fee / account holder | $336 | $9,693-96.5% | $8,261-95.9% | $12,624-97.3% |