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 5-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 | $28,589 | $87,166-67.2% | $76,735-62.7% | $137,256-79.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.87% | 26.50%-10.6pp | 29.77%-13.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,857 | $2,904-1.6% | $2,454+16.4% | $4,156-31.3% |
| Participant deferral / active EE | $4,967 | $4,726+5.1% | $4,088+21.5% | $6,407-22.5% |
| Admin fee / account holder | $900 | $8,403-89.3% | $7,189-87.5% | $12,270-92.7% |