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 | $41,302 | $99,877-58.6% | $84,966-51.4% | $145,922-71.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.71% | 83.76%-71.0pp | 66.38%-53.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,067 | $3,231-5.1% | $2,727+12.5% | $4,660-34.2% |
| Participant deferral / active EE | $10,953 | $5,291+107.0% | $4,519+142.4% | $6,688+63.8% |
| Admin fee / account holder | $3,216 | $7,248-55.6% | $6,149-47.7% | $13,397-76.0% |