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 3-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 | $37,209 | $133,922-72.2% | $116,228-68.0% | $142,382-73.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.63% | 147.76%-126.1pp | 90.06%-68.4pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,151 | $3,446-8.5% | $2,994+5.2% | $4,299-26.7% |
| Participant deferral / active EE | $5,606 | $5,672-1.2% | $4,953+13.2% | $6,507-13.8% |
| Admin fee / account holder | $3,086 | $14,945-79.3% | $11,989-74.3% | $12,624-75.6% |