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 | $20,589 | $87,166-76.4% | $76,735-73.2% | $137,256-85.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.13% | 26.50%-15.4pp | 29.77%-18.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,206 | $2,904-24.1% | $2,454-10.1% | $4,156-46.9% |
| Participant deferral / active EE | $4,621 | $4,726-2.2% | $4,088+13.0% | $6,407-27.9% |
| Admin fee / account holder | $2,248 | $8,403-73.2% | $7,189-68.7% | $12,270-81.7% |