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 4-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 | $55,686 | $114,381-51.3% | $107,525-48.2% | $142,382-60.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.05% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,668 | $4,015-8.6% | $3,754-2.3% | $4,299-14.7% |
| Participant deferral / active EE | $5,550 | $5,564-0.3% | $5,116+8.5% | $6,507-14.7% |
| Admin fee / account holder | $7,665 | $9,860-22.3% | $8,919-14.1% | $12,624-39.3% |