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 | $42,824 | $118,450-63.8% | $98,439-56.5% | $139,434-69.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.30% | 18.94%-8.6pp | 21.16%-10.9pp | 372.94%-362.6pp |
| Employer contribution / active EE | $6,191 | $3,609+71.5% | $3,048+103.1% | $4,751+30.3% |
| Participant deferral / active EE | $3,188 | $5,392-40.9% | $4,738-32.7% | $6,710-52.5% |
| Admin fee / account holder | $1,405 | $14,026-90.0% | $8,948-84.3% | $11,403-87.7% |