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 6-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 | $34,899 | $106,515-67.2% | $96,683-63.9% | $139,434-75.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.98% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $7,919 | $4,103+93.0% | $3,737+111.9% | $4,751+66.7% |
| Participant deferral / active EE | $5,624 | $5,454+3.1% | $4,878+15.3% | $6,710-16.2% |
| Admin fee / account holder | $320 | $7,877-95.9% | $6,730-95.2% | $11,403-97.2% |