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 | $89,242 | $118,849-24.9% | $96,562-7.6% | $167,490-46.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.99% | 50.49%-36.5pp | 37.78%-23.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,290 | $3,120+5.4% | $2,356+39.6% | $4,837-32.0% |
| Participant deferral / active EE | $3,290 | $4,616-28.7% | $3,849-14.5% | $6,341-48.1% |
| Admin fee / account holder | $757 | $8,065-90.6% | $6,181-87.8% | $12,309-93.9% |