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 | $15,864 | $106,515-85.1% | $96,683-83.6% | $139,434-88.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.07% | 38.43%-19.4pp | 35.69%-16.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,417 | $4,103-41.1% | $3,737-35.3% | $4,751-49.1% |
| Participant deferral / active EE | $5,768 | $5,454+5.8% | $4,878+18.2% | $6,710-14.0% |
| Admin fee / account holder | $1,530 | $7,877-80.6% | $6,730-77.3% | $11,403-86.6% |