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 | $38,188 | $80,673-52.7% | $101,326-62.3% | $84,808-55.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 89.96% | 38.95%+51.0pp | 36.82%+53.1pp | 40.90%+49.1pp |
| Employer contribution / active EE | $4,458 | $2,698+65.3% | $3,665+21.6% | $2,631+69.5% |
| Participant deferral / active EE | $7,482 | $6,840+9.4% | $7,994-6.4% | $4,212+77.7% |
| Admin fee / account holder | $1,752 | $12,784-86.3% | $11,185-84.3% | $7,344-76.1% |