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 | $43,990 | $111,535-60.6% | $105,223-58.2% | $137,256-68.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.75% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,767 | $3,939-29.8% | $3,689-25.0% | $4,156-33.4% |
| Participant deferral / active EE | $3,941 | $5,500-28.3% | $5,072-22.3% | $6,407-38.5% |
| Admin fee / account holder | $735 | $9,721-92.4% | $8,859-91.7% | $12,270-94.0% |