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 | $20,620 | $102,245-79.8% | $89,340-76.9% | $137,256-85.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.83% | 21.89%-0.1pp | 20.57%+1.3pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,392 | $2,529-5.4% | $2,231+7.2% | $4,156-42.4% |
| Participant deferral / active EE | $3,931 | $4,436-11.4% | $3,823+2.8% | $6,407-38.6% |
| Admin fee / account holder | $1,128 | $8,085-86.1% | $6,704-83.2% | $12,270-90.8% |