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 9-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 | $46,177 | $106,515-56.6% | $96,683-52.2% | $139,434-66.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.99% | 38.43%-18.4pp | 35.69%-15.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,985 | $4,103-51.6% | $3,737-46.9% | $4,751-58.2% |
| Participant deferral / active EE | $2,809 | $5,454-48.5% | $4,878-42.4% | $6,710-58.1% |
| Admin fee / account holder | $5,713 | $7,877-27.5% | $6,730-15.1% | $11,403-49.9% |