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 | $27,164 | $118,849-77.1% | $96,562-71.9% | $167,490-83.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.86% | 50.49%-34.6pp | 37.78%-21.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,301 | $3,120-26.2% | $2,356-2.4% | $4,837-52.4% |
| Participant deferral / active EE | $9,618 | $4,616+108.4% | $3,849+149.9% | $6,341+51.7% |
| Admin fee / account holder | $671 | $8,065-91.7% | $6,181-89.1% | $12,309-94.5% |