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 | $95,266-71.3% | $82,389-66.8% | $142,382-80.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 45.30% | 25.74%+19.6pp | 28.67%+16.6pp | 217.08%-171.8pp |
| Employer contribution / active EE | $3,013 | $2,991+0.7% | $2,517+19.7% | $4,299-29.9% |
| Participant deferral / active EE | $6,249 | $4,809+29.9% | $4,155+50.4% | $6,507-4.0% |
| Admin fee / account holder | $5,764 | $8,563-32.7% | $7,231-20.3% | $12,624-54.3% |