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 | $22,524 | $111,535-79.8% | $105,223-78.6% | $137,256-83.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.31% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,194 | $3,939-44.3% | $3,689-40.5% | $4,156-47.2% |
| Participant deferral / active EE | $2,773 | $5,500-49.6% | $5,072-45.3% | $6,407-56.7% |
| Admin fee / account holder | $882 | $9,721-90.9% | $8,859-90.0% | $12,270-92.8% |