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 | $37,792 | $97,125-61.1% | $86,233-56.2% | $137,256-72.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 17.97% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,467 | $2,841+57.2% | $2,504+78.4% | $4,156+7.5% |
| Participant deferral / active EE | $6,462 | $5,180+24.8% | $4,559+41.7% | $6,407+0.9% |
| Admin fee / account holder | $658 | $9,725-93.2% | $8,342-92.1% | $12,270-94.6% |