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 | $31,970 | $228,332-86.0% | $185,823-82.8% | $158,922-79.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.02% | 40.80%-23.8pp | 35.95%-18.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $14,776 | $4,967+197.5% | $4,087+261.5% | $4,761+210.3% |
| Participant deferral / active EE | $6,591 | $6,415+2.7% | $5,632+17.0% | $5,982+10.2% |
| Admin fee / account holder | $504 | $11,864-95.7% | $9,500-94.7% | $11,246-95.5% |