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 | $37,692 | $183,963-79.5% | $162,163-76.8% | $152,861-75.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.79% | 150.76%-133.0pp | 115.59%-97.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,755 | $6,371-72.5% | $5,614-68.7% | $4,762-63.2% |
| Participant deferral / active EE | $6,333 | $8,034-21.2% | $7,298-13.2% | $5,850+8.3% |
| Admin fee / account holder | $362 | $13,121-97.2% | $10,843-96.7% | $11,596-96.9% |