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 | $76,253 | $104,974-27.4% | $95,585-20.2% | $142,382-46.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.36% | 210.33%-197.0pp | 38.56%-25.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,604 | $2,779-6.3% | $2,527+3.1% | $4,299-39.4% |
| Participant deferral / active EE | $9,186 | $4,352+111.1% | $4,023+128.4% | $6,507+41.2% |
| Admin fee / account holder | $60,805 | $6,386+852.1% | $6,127+892.3% | $12,624+381.7% |