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 | $16,303 | $39,019-58.2% | $80,716-79.8% | $85,850-81.0% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 23.91% | 26.27%-2.4pp | 87.28%-63.4pp | 318.53%-294.6pp |
| Employer contribution / active EE | $2,298 | $722+218.2% | $1,160+98.1% | $2,565-10.4% |
| Participant deferral / active EE | $2,431 | $1,326+83.4% | $2,146+13.3% | $3,952-38.5% |
| Admin fee / account holder | $672 | $2,431-72.4% | $3,380-80.1% | $6,260-89.3% |