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 | $42,999 | $159,602-73.1% | $150,045-71.3% | $142,382-69.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.49% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,804 | $4,961-43.5% | $4,693-40.2% | $4,299-34.8% |
| Participant deferral / active EE | $8,042 | $8,310-3.2% | $7,997+0.6% | $6,507+23.6% |
| Admin fee / account holder | $6,723 | $14,846-54.7% | $13,435-50.0% | $12,624-46.7% |