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 | $20,757 | $118,849-82.5% | $96,562-78.5% | $167,490-87.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.45% | 50.49%-36.0pp | 37.78%-23.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,813 | $3,120+22.2% | $2,356+61.8% | $4,837-21.2% |
| Participant deferral / active EE | $7,532 | $4,616+63.2% | $3,849+95.7% | $6,341+18.8% |
| Admin fee / account holder | $2,738 | $8,065-66.1% | $6,181-55.7% | $12,309-77.8% |