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 7-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 | $45,264 | $47,479-4.7% | $62,929-28.1% | $82,448-45.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.84% | 20.34%-7.5pp | 1063.93%-1051.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,383 | $1,885-26.6% | $2,505-44.8% | $2,551-45.8% |
| Participant deferral / active EE | $3,418 | $2,870+19.1% | $3,888-12.1% | $4,139-17.4% |
| Admin fee / account holder | $2,752 | $3,804-27.6% | $5,065-45.7% | $7,234-62.0% |