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 | $19,161 | $110,261-82.6% | $95,745-80.0% | $139,434-86.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.96% | 27.11%-14.1pp | 28.35%-15.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,417 | $3,257+4.9% | $2,835+20.5% | $4,751-28.1% |
| Participant deferral / active EE | $1,181 | $4,676-74.8% | $4,245-72.2% | $6,710-82.4% |
| Admin fee / account holder | $2,405 | $6,613-63.6% | $5,678-57.6% | $11,403-78.9% |