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 3-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 | $30,768 | $74,888-58.9% | $71,209-56.8% | $142,382-78.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.09% | 345.14%-326.1pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,585 | $2,854-9.5% | $2,721-5.0% | $4,299-39.9% |
| Participant deferral / active EE | $4,466 | $4,454+0.3% | $4,175+7.0% | $6,507-31.4% |
| Admin fee / account holder | $422 | $5,568-92.4% | $5,349-92.1% | $12,624-96.7% |