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 | $32,053 | $99,877-67.9% | $84,966-62.3% | $145,922-78.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.35% | 83.76%-71.4pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,643 | $3,231-49.1% | $2,727-39.7% | $4,660-64.7% |
| Participant deferral / active EE | $5,145 | $5,291-2.8% | $4,519+13.8% | $6,688-23.1% |
| Admin fee / account holder | $2,864 | $7,248-60.5% | $6,149-53.4% | $13,397-78.6% |