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 | $82,311 | $162,781-49.4% | $133,956-38.6% | $158,922-48.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.52% | 41.94%-24.4pp | 45.09%-27.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,749 | $4,975-44.7% | $3,919-29.8% | $4,761-42.3% |
| Participant deferral / active EE | $7,343 | $5,911+24.2% | $5,048+45.5% | $5,982+22.8% |
| Admin fee / account holder | $593 | $11,736-94.9% | $8,927-93.4% | $11,246-94.7% |