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 10-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 | $31,883 | $106,515-70.1% | $96,683-67.0% | $139,434-77.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.36% | 38.43%-20.1pp | 35.69%-17.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,704 | $4,103-34.1% | $3,737-27.6% | $4,751-43.1% |
| Participant deferral / active EE | $6,511 | $5,454+19.4% | $4,878+33.5% | $6,710-3.0% |
| Admin fee / account holder | $1,684 | $7,877-78.6% | $6,730-75.0% | $11,403-85.2% |