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 | $46,645 | $172,111-72.9% | $150,298-69.0% | $137,256-66.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.01% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $10,313 | $4,636+122.4% | $4,154+148.3% | $4,156+148.1% |
| Participant deferral / active EE | $8,517 | $6,166+38.1% | $5,453+56.2% | $6,407+32.9% |
| Admin fee / account holder | $826 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |