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 6-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 | $33,316 | $97,125-65.7% | $86,233-61.4% | $137,256-75.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.70% | 74.19%-53.5pp | 61.39%-40.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,002 | $2,841+5.7% | $2,504+19.9% | $4,156-27.8% |
| Participant deferral / active EE | $5,809 | $5,180+12.2% | $4,559+27.4% | $6,407-9.3% |
| Admin fee / account holder | $478 | $9,725-95.1% | $8,342-94.3% | $12,270-96.1% |