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 6-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 | $22,491 | $100,773-77.7% | $88,946-74.7% | $142,382-84.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.93% | 70.18%-53.3pp | 57.82%-40.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,405 | $2,918-17.6% | $2,555-5.9% | $4,299-44.1% |
| Participant deferral / active EE | $7,210 | $5,230+37.9% | $4,581+57.4% | $6,507+10.8% |
| Admin fee / account holder | $1,141 | $9,693-88.2% | $8,261-86.2% | $12,624-91.0% |