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 9-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 | $36,815 | $106,515-65.4% | $96,683-61.9% | $139,434-73.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.54% | 38.43%-22.9pp | 35.69%-20.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,569 | $4,103-13.0% | $3,737-4.5% | $4,751-24.9% |
| Participant deferral / active EE | $4,604 | $5,454-15.6% | $4,878-5.6% | $6,710-31.4% |
| Admin fee / account holder | $3,691 | $7,877-53.1% | $6,730-45.1% | $11,403-67.6% |