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 | $38,406 | $114,381-66.4% | $107,525-64.3% | $142,382-73.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.19% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,193 | $4,015-20.5% | $3,754-14.9% | $4,299-25.7% |
| Participant deferral / active EE | $6,341 | $5,564+14.0% | $5,116+24.0% | $6,507-2.6% |
| Admin fee / account holder | $6,944 | $9,860-29.6% | $8,919-22.1% | $12,624-45.0% |