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 | $38,376 | $106,515-64.0% | $96,683-60.3% | $139,434-72.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.56% | 38.43%-21.9pp | 35.69%-19.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,853 | $4,103-6.1% | $3,737+3.1% | $4,751-18.9% |
| Participant deferral / active EE | $8,562 | $5,454+57.0% | $4,878+75.5% | $6,710+27.6% |
| Admin fee / account holder | $1,767 | $7,877-77.6% | $6,730-73.7% | $11,403-84.5% |