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 6-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 | $33,449 | $74,888-55.3% | $71,209-53.0% | $142,382-76.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.86% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,228 | $2,854-57.0% | $2,721-54.9% | $4,299-71.4% |
| Participant deferral / active EE | $4,578 | $4,454+2.8% | $4,175+9.6% | $6,507-29.7% |
| Admin fee / account holder | $2,011 | $5,568-63.9% | $5,349-62.4% | $12,624-84.1% |