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 | $38,797 | $117,841-67.1% | $102,423-62.1% | $145,922-73.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.72% | 31.65%-5.9pp | 29.32%-3.6pp | 561.29%-535.6pp |
| Employer contribution / active EE | $2,281 | $3,615-36.9% | $3,023-24.5% | $4,660-51.0% |
| Participant deferral / active EE | $3,949 | $5,731-31.1% | $5,053-21.8% | $6,688-41.0% |
| Admin fee / account holder | $1,398 | $13,326-89.5% | $9,451-85.2% | $13,397-89.6% |