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 | $44,142 | $114,381-61.4% | $107,525-58.9% | $142,382-69.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.84% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,432 | $4,015-14.5% | $3,754-8.6% | $4,299-20.2% |
| Participant deferral / active EE | $6,468 | $5,564+16.2% | $5,116+26.4% | $6,507-0.6% |
| Admin fee / account holder | $809 | $9,860-91.8% | $8,919-90.9% | $12,624-93.6% |