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 | $19,527 | $106,515-81.7% | $96,683-79.8% | $139,434-86.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 37.26% | 38.43%-1.2pp | 35.69%+1.6pp | 372.94%-335.7pp |
| Employer contribution / active EE | $2,771 | $4,103-32.5% | $3,737-25.8% | $4,751-41.7% |
| Participant deferral / active EE | $6,598 | $5,454+21.0% | $4,878+35.3% | $6,710-1.7% |
| Admin fee / account holder | $6,506 | $7,877-17.4% | $6,730-3.3% | $11,403-42.9% |