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 | $23,289 | $124,319-81.3% | $111,297-79.1% | $167,490-86.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.44% | 37.44%-18.0pp | 54.65%-35.2pp | 478.56%-459.1pp |
| Employer contribution / active EE | $2,795 | $3,435-18.7% | $2,731+2.3% | $4,837-42.2% |
| Participant deferral / active EE | $3,869 | $5,180-25.3% | $4,487-13.8% | $6,341-39.0% |
| Admin fee / account holder | $2,195 | $10,618-79.3% | $7,964-72.4% | $12,309-82.2% |