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 8-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 | $32,412 | $106,515-69.6% | $96,683-66.5% | $139,434-76.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.09% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,078 | $4,103-25.0% | $3,737-17.6% | $4,751-35.2% |
| Participant deferral / active EE | $4,369 | $5,454-19.9% | $4,878-10.4% | $6,710-34.9% |
| Admin fee / account holder | $2,049 | $7,877-74.0% | $6,730-69.5% | $11,403-82.0% |