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 | $21,577 | $68,547-68.5% | $120,354-82.1% | $80,856-73.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 14.37% | 23.60%-9.2pp | 107.15%-92.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,053 | $2,051+0.1% | $3,463-40.7% | $2,755-25.5% |
| Participant deferral / active EE | $3,082 | $3,173-2.9% | $4,991-38.3% | $4,296-28.3% |
| Admin fee / account holder | $710 | $5,732-87.6% | $9,423-92.5% | $6,918-89.7% |