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 | $50,800 | $106,515-52.3% | $96,683-47.5% | $139,434-63.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.54% | 38.43%-17.9pp | 35.69%-15.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,345 | $4,103-67.2% | $3,737-64.0% | $4,751-71.7% |
| Participant deferral / active EE | $12,380 | $5,454+127.0% | $4,878+153.8% | $6,710+84.5% |
| Admin fee / account holder | $2,012 | $7,877-74.5% | $6,730-70.1% | $11,403-82.4% |