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 | $31,765 | $106,515-70.2% | $96,683-67.1% | $139,434-77.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.63% | 38.43%-17.8pp | 35.69%-15.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,072 | $4,103-25.1% | $3,737-17.8% | $4,751-35.3% |
| Participant deferral / active EE | $11,901 | $5,454+118.2% | $4,878+144.0% | $6,710+77.4% |
| Admin fee / account holder | $2,568 | $7,877-67.4% | $6,730-61.8% | $11,403-77.5% |