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 | $30,534 | $127,065-76.0% | $113,168-73.0% | $142,382-78.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.19% | 24.03%-7.8pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,732 | $3,442-49.7% | $2,975-41.8% | $4,299-59.7% |
| Participant deferral / active EE | $7,396 | $5,716+29.4% | $5,107+44.8% | $6,507+13.7% |
| Admin fee / account holder | $305 | $15,736-98.1% | $12,068-97.5% | $12,624-97.6% |