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 6-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 | $20,969 | $106,515-80.3% | $96,683-78.3% | $139,434-85.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.55% | 38.43%-25.9pp | 35.69%-23.1pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,177 | $4,103-46.9% | $3,737-41.7% | $4,751-54.2% |
| Participant deferral / active EE | $5,372 | $5,454-1.5% | $4,878+10.1% | $6,710-19.9% |
| Admin fee / account holder | $2,538 | $7,877-67.8% | $6,730-62.3% | $11,403-77.7% |