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 10-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 | $40,558 | $74,888-45.8% | $71,209-43.0% | $142,382-71.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.72% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,445 | $2,854+20.7% | $2,721+26.6% | $4,299-19.9% |
| Participant deferral / active EE | $3,915 | $4,454-12.1% | $4,175-6.2% | $6,507-39.8% |
| Admin fee / account holder | $1,614 | $5,568-71.0% | $5,349-69.8% | $12,624-87.2% |