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 | $42,556 | $74,888-43.2% | $71,209-40.2% | $142,382-70.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.55% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,946 | $2,854+3.2% | $2,721+8.3% | $4,299-31.5% |
| Participant deferral / active EE | $6,992 | $4,454+57.0% | $4,175+67.5% | $6,507+7.5% |
| Admin fee / account holder | $4,707 | $5,568-15.5% | $5,349-12.0% | $12,624-62.7% |