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 | $44,167 | $106,515-58.5% | $96,683-54.3% | $139,434-68.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.11% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,916 | $4,103-28.9% | $3,737-22.0% | $4,751-38.6% |
| Participant deferral / active EE | $11,190 | $5,454+105.2% | $4,878+129.4% | $6,710+66.8% |
| Admin fee / account holder | $824 | $7,877-89.5% | $6,730-87.8% | $11,403-92.8% |