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 | $21,383 | $106,515-79.9% | $96,683-77.9% | $139,434-84.7% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 27.89% | 38.43%-10.5pp | 35.69%-7.8pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,235 | $4,103-45.5% | $3,737-40.2% | $4,751-52.9% |
| Participant deferral / active EE | $4,467 | $5,454-18.1% | $4,878-8.4% | $6,710-33.4% |
| Admin fee / account holder | $867 | $7,877-89.0% | $6,730-87.1% | $11,403-92.4% |