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 | $26,249 | $127,264-79.4% | $109,895-76.1% | $167,490-84.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.95% | 22.97%-8.0pp | 29.45%-14.5pp | 478.56%-463.6pp |
| Employer contribution / active EE | $3,007 | $3,322-9.5% | $2,842+5.8% | $4,837-37.8% |
| Participant deferral / active EE | $4,792 | $4,514+6.1% | $4,048+18.4% | $6,341-24.4% |
| Admin fee / account holder | $572 | $7,114-92.0% | $6,066-90.6% | $12,309-95.4% |