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 | $21,765 | $110,261-80.3% | $95,745-77.3% | $139,434-84.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.66% | 27.11%-8.5pp | 28.35%-9.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,015 | $3,257-38.1% | $2,835-28.9% | $4,751-57.6% |
| Participant deferral / active EE | $3,692 | $4,676-21.0% | $4,245-13.0% | $6,710-45.0% |
| Admin fee / account holder | $1,830 | $6,613-72.3% | $5,678-67.8% | $11,403-83.9% |