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 | $17,598 | $95,561-81.6% | $77,163-77.2% | $139,434-87.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 80.21% | 54.92%+25.3pp | 37.87%+42.3pp | 372.94%-292.7pp |
| Employer contribution / active EE | $1,575 | $3,147-50.0% | $2,535-37.9% | $4,751-66.9% |
| Participant deferral / active EE | $4,397 | $4,624-4.9% | $3,833+14.7% | $6,710-34.5% |
| Admin fee / account holder | $1,098 | $8,295-86.8% | $5,472-79.9% | $11,403-90.4% |