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 6-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 | $57,624 | $106,515-45.9% | $96,683-40.4% | $139,434-58.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.66% | 38.43%-20.8pp | 35.69%-18.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,996 | $4,103-2.6% | $3,737+6.9% | $4,751-15.9% |
| Participant deferral / active EE | $9,010 | $5,454+65.2% | $4,878+84.7% | $6,710+34.3% |
| Admin fee / account holder | $2,145 | $7,877-72.8% | $6,730-68.1% | $11,403-81.2% |