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 | $58,291 | $140,940-58.6% | $112,229-48.1% | $139,434-58.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.54% | 32.71%-12.2pp | 30.20%-9.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,683 | $4,283-14.0% | $3,430+7.4% | $4,751-22.5% |
| Participant deferral / active EE | $5,779 | $5,874-1.6% | $4,798+20.4% | $6,710-13.9% |
| Admin fee / account holder | $583 | $9,954-94.1% | $7,748-92.5% | $11,403-94.9% |