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 | $46,803 | $110,257-57.6% | $96,544-51.5% | $139,434-66.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.90% | 26.32%-0.4pp | 25.84%+0.1pp | 372.94%-347.0pp |
| Employer contribution / active EE | $3,755 | $3,620+3.7% | $2,965+26.7% | $4,751-21.0% |
| Participant deferral / active EE | $9,870 | $5,548+77.9% | $4,851+103.5% | $6,710+47.1% |
| Admin fee / account holder | $428 | $11,591-96.3% | $8,252-94.8% | $11,403-96.2% |