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 | $32,824 | $106,515-69.2% | $96,683-66.0% | $139,434-76.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.31% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,899 | $4,103-5.0% | $3,737+4.4% | $4,751-17.9% |
| Participant deferral / active EE | $6,921 | $5,454+26.9% | $4,878+41.9% | $6,710+3.1% |
| Admin fee / account holder | $8,655 | $7,877+9.9% | $6,730+28.6% | $11,403-24.1% |