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 | $16,291 | $106,515-84.7% | $96,683-83.2% | $139,434-88.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.85% | 38.43%-17.6pp | 35.69%-14.8pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,406 | $4,103-41.4% | $3,737-35.6% | $4,751-49.4% |
| Participant deferral / active EE | $4,259 | $5,454-21.9% | $4,878-12.7% | $6,710-36.5% |
| Admin fee / account holder | $726 | $7,877-90.8% | $6,730-89.2% | $11,403-93.6% |