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 | $42,962 | $209,336-79.5% | $197,124-78.2% | $137,256-68.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.89% | 48.09%-29.2pp | 44.34%-25.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,230 | $6,591-35.8% | $6,227-32.1% | $4,156+1.8% |
| Participant deferral / active EE | $7,986 | $9,614-16.9% | $9,135-12.6% | $6,407+24.6% |
| Admin fee / account holder | $1,134 | $17,308-93.4% | $16,298-93.0% | $12,270-90.8% |