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 9-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 | $25,251 | $90,503-72.1% | $78,689-67.9% | $273,961-90.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.49% | 75.60%-65.1pp | 62.18%-51.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,255 | $3,176-29.0% | $2,851-20.9% | $4,869-53.7% |
| Participant deferral / active EE | $1,976 | $3,901-49.4% | $3,517-43.8% | $5,287-62.6% |
| Admin fee / account holder | $3,102 | $5,263-41.1% | $4,510-31.2% | $10,132-69.4% |