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 8-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 | $44,639 | $96,484-53.7% | $75,886-41.2% | $152,861-70.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 19.33% | 33.98%-14.7pp | 30.76%-11.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $4,814 | $3,309+45.5% | $2,500+92.5% | $4,762+1.1% |
| Participant deferral / active EE | $2,305 | $4,553-49.4% | $3,603-36.0% | $5,850-60.6% |
| Admin fee / account holder | $1,102 | $8,078-86.4% | $5,418-79.7% | $11,596-90.5% |