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 | $66,779 | $106,515-37.3% | $96,683-30.9% | $139,434-52.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.59% | 38.43%-18.8pp | 35.69%-16.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $4,724 | $4,103+15.1% | $3,737+26.4% | $4,751-0.6% |
| Participant deferral / active EE | $7,431 | $5,454+36.3% | $4,878+52.3% | $6,710+10.7% |
| Admin fee / account holder | $1,054 | $7,877-86.6% | $6,730-84.3% | $11,403-90.8% |