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 | $52,991 | $197,591-73.2% | $177,821-70.2% | $158,922-66.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 38.55% | 58.76%-20.2pp | 48.32%-9.8pp | 302.83%-264.3pp |
| Employer contribution / active EE | $5,951 | $6,697-11.2% | $5,918+0.5% | $4,761+25.0% |
| Participant deferral / active EE | $10,962 | $8,405+30.4% | $7,714+42.1% | $5,982+83.2% |
| Admin fee / account holder | $440 | $15,399-97.1% | $12,427-96.5% | $11,246-96.1% |