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 | $31,045 | $127,065-75.6% | $113,168-72.6% | $142,382-78.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.73% | 24.03%-6.3pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,200 | $3,442-7.0% | $2,975+7.6% | $4,299-25.6% |
| Participant deferral / active EE | $4,800 | $5,716-16.0% | $5,107-6.0% | $6,507-26.2% |
| Admin fee / account holder | $331 | $15,736-97.9% | $12,068-97.3% | $12,624-97.4% |