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 9-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 | $22,541 | $106,515-78.8% | $96,683-76.7% | $139,434-83.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.18% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,477 | $4,103-39.6% | $3,737-33.7% | $4,751-47.9% |
| Participant deferral / active EE | $1,461 | $5,454-73.2% | $4,878-70.1% | $6,710-78.2% |
| Admin fee / account holder | $2,889 | $7,877-63.3% | $6,730-57.1% | $11,403-74.7% |