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 | $19,803 | $73,933-73.2% | $96,683-79.5% | $75,163-73.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 28.53% | 26.70%+1.8pp | 35.69%-7.2pp | 160.62%-132.1pp |
| Employer contribution / active EE | $2,370 | $2,928-19.1% | $3,737-36.6% | $2,670-11.2% |
| Participant deferral / active EE | $3,911 | $3,659+6.9% | $4,878-19.8% | $4,125-5.2% |
| Admin fee / account holder | $641 | $5,216-87.7% | $6,730-90.5% | $5,651-88.7% |