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 | $51,573 | $127,264-59.5% | $109,895-53.1% | $167,490-69.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.65% | 22.97%-6.3pp | 29.45%-12.8pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,075 | $3,322-7.4% | $2,842+8.2% | $4,837-36.4% |
| Participant deferral / active EE | $10,042 | $4,514+122.5% | $4,048+148.1% | $6,341+58.4% |
| Admin fee / account holder | $594 | $7,114-91.7% | $6,066-90.2% | $12,309-95.2% |