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 | $27,325 | $87,166-68.7% | $76,735-64.4% | $137,256-80.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 45.30% | 26.50%+18.8pp | 29.77%+15.5pp | 220.34%-175.0pp |
| Employer contribution / active EE | $3,013 | $2,904+3.7% | $2,454+22.8% | $4,156-27.5% |
| Participant deferral / active EE | $6,249 | $4,726+32.2% | $4,088+52.9% | $6,407-2.5% |
| Admin fee / account holder | $5,764 | $8,403-31.4% | $7,189-19.8% | $12,270-53.0% |