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 | $44,164 | $176,812-75.0% | $146,665-69.9% | $167,490-73.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.57% | 24.03%-13.5pp | 22.74%-12.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,401 | $5,160-72.8% | $4,136-66.1% | $4,837-71.0% |
| Participant deferral / active EE | $2,116 | $6,440-67.1% | $5,506-61.6% | $6,341-66.6% |
| Admin fee / account holder | $327 | $13,259-97.5% | $10,280-96.8% | $12,309-97.3% |