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 6-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 | $41,101 | $106,515-61.4% | $96,683-57.5% | $139,434-70.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.37% | 38.43%-15.1pp | 35.69%-12.3pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,819 | $4,103-55.7% | $3,737-51.3% | $4,751-61.7% |
| Participant deferral / active EE | $8,173 | $5,454+49.9% | $4,878+67.5% | $6,710+21.8% |
| Admin fee / account holder | $309 | $7,877-96.1% | $6,730-95.4% | $11,403-97.3% |