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 | $21,472 | $81,632-73.7% | $70,449-69.5% | $158,922-86.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.21% | 208.40%-194.2pp | 109.03%-94.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,930 | $3,217-8.9% | $2,737+7.1% | $4,761-38.5% |
| Participant deferral / active EE | $3,632 | $4,554-20.3% | $3,709-2.1% | $5,982-39.3% |
| Admin fee / account holder | $969 | $6,193-84.4% | $3,845-74.8% | $11,246-91.4% |