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 | $32,157 | $140,940-77.2% | $112,229-71.3% | $139,434-76.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.84% | 32.71%-10.9pp | 30.20%-8.4pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,499 | $4,283-41.6% | $3,430-27.1% | $4,751-47.4% |
| Participant deferral / active EE | $5,170 | $5,874-12.0% | $4,798+7.7% | $6,710-23.0% |
| Admin fee / account holder | $849 | $9,954-91.5% | $7,748-89.0% | $11,403-92.6% |