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 | $31,501 | $61,605-48.9% | $112,229-71.9% | $75,163-58.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.12% | 28.47%-11.3pp | 30.20%-13.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,905 | $2,015+93.8% | $3,430+13.9% | $2,670+46.3% |
| Participant deferral / active EE | $7,883 | $3,108+153.6% | $4,798+64.3% | $4,125+91.1% |
| Admin fee / account holder | $1,482 | $4,862-69.5% | $7,748-80.9% | $5,651-73.8% |