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 8-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 | $29,611 | $106,515-72.2% | $96,683-69.4% | $139,434-78.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.88% | 38.43%-16.5pp | 35.69%-13.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $4,053 | $4,103-1.2% | $3,737+8.5% | $4,751-14.7% |
| Participant deferral / active EE | $3,571 | $5,454-34.5% | $4,878-26.8% | $6,710-46.8% |
| Admin fee / account holder | $476 | $7,877-94.0% | $6,730-92.9% | $11,403-95.8% |