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 3-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 | $37,054 | $111,814-66.9% | $103,374-64.2% | $145,959-74.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.72% | 24.77%-11.1pp | 24.89%-11.2pp | 561.95%-548.2pp |
| Employer contribution / active EE | $6,716 | $4,214+59.4% | $3,869+73.6% | $4,661+44.1% |
| Participant deferral / active EE | $9,200 | $5,618+63.8% | $5,058+81.9% | $6,689+37.5% |
| Admin fee / account holder | $595 | $9,754-93.9% | $8,394-92.9% | $13,398-95.6% |