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 | $25,615 | $227,553-88.7% | $189,557-86.5% | $167,490-84.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.56% | 78.40%-68.8pp | 64.17%-54.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,600 | $5,316-51.1% | $4,412-41.1% | $4,837-46.3% |
| Participant deferral / active EE | $4,897 | $7,002-30.1% | $6,174-20.7% | $6,341-22.8% |
| Admin fee / account holder | $19,113 | $11,878+60.9% | $9,807+94.9% | $12,309+55.3% |