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 | $15,112 | $99,877-84.9% | $84,966-82.2% | $145,922-89.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.60% | 83.76%-68.2pp | 66.38%-50.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,065 | $3,231-36.1% | $2,727-24.3% | $4,660-55.7% |
| Participant deferral / active EE | $2,890 | $5,291-45.4% | $4,519-36.0% | $6,688-56.8% |
| Admin fee / account holder | $639 | $7,248-91.2% | $6,149-89.6% | $13,397-95.2% |