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 | $47,541 | $106,515-55.4% | $96,683-50.8% | $139,434-65.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.58% | 38.43%-17.8pp | 35.69%-15.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,382 | $4,103-17.6% | $3,737-9.5% | $4,751-28.8% |
| Participant deferral / active EE | $6,464 | $5,454+18.5% | $4,878+32.5% | $6,710-3.7% |
| Admin fee / account holder | $674 | $7,877-91.4% | $6,730-90.0% | $11,403-94.1% |