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 8-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 | $25,100 | $107,452-76.6% | $91,541-72.6% | $142,382-82.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.88% | 22.06%-2.2pp | 20.50%-0.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,248 | $2,994-24.9% | $2,505-10.3% | $4,299-47.7% |
| Participant deferral / active EE | $7,721 | $4,754+62.4% | $4,008+92.6% | $6,507+18.6% |
| Admin fee / account holder | $1,985 | $8,834-77.5% | $6,956-71.5% | $12,624-84.3% |