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 | $29,522 | $85,022-65.3% | $70,515-58.1% | $139,434-78.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.31% | 30.38%-10.1pp | 32.77%-12.5pp | 372.94%-352.6pp |
| Employer contribution / active EE | $8,873 | $3,909+127.0% | $2,973+198.4% | $4,751+86.8% |
| Participant deferral / active EE | $6,854 | $5,890+16.4% | $4,567+50.1% | $6,710+2.1% |
| Admin fee / account holder | $1,225 | $8,906-86.2% | $6,412-80.9% | $11,403-89.3% |