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 | $31,714 | $162,781-80.5% | $133,956-76.3% | $158,922-80.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.85% | 41.94%-23.1pp | 45.09%-26.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,559 | $4,975-28.5% | $3,919-9.2% | $4,761-25.2% |
| Participant deferral / active EE | $4,585 | $5,911-22.4% | $5,048-9.2% | $5,982-23.4% |
| Admin fee / account holder | $548 | $11,736-95.3% | $8,927-93.9% | $11,246-95.1% |