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 | $107,452-80.8% | $91,541-77.5% | $142,382-85.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.83% | 22.06%-0.2pp | 20.50%+1.3pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,392 | $2,994-20.1% | $2,505-4.5% | $4,299-44.4% |
| Participant deferral / active EE | $3,931 | $4,754-17.3% | $4,008-1.9% | $6,507-39.6% |
| Admin fee / account holder | $1,128 | $8,834-87.2% | $6,956-83.8% | $12,624-91.1% |