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 | $35,685 | $114,381-68.8% | $107,525-66.8% | $142,382-74.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.19% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,030 | $4,015+0.4% | $3,754+7.4% | $4,299-6.3% |
| Participant deferral / active EE | $8,673 | $5,564+55.9% | $5,116+69.5% | $6,507+33.3% |
| Admin fee / account holder | $1,469 | $9,860-85.1% | $8,919-83.5% | $12,624-88.4% |