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 | $29,378 | $117,841-75.1% | $102,423-71.3% | $145,922-79.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.28% | 31.65%-9.4pp | 29.32%-7.0pp | 561.29%-539.0pp |
| Employer contribution / active EE | $1,668 | $3,615-53.9% | $3,023-44.8% | $4,660-64.2% |
| Participant deferral / active EE | $4,568 | $5,731-20.3% | $5,053-9.6% | $6,688-31.7% |
| Admin fee / account holder | $885 | $13,326-93.4% | $9,451-90.6% | $13,397-93.4% |