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 5-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 | $31,947 | $74,888-57.3% | $71,209-55.1% | $142,382-77.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.56% | 345.14%-323.6pp | 282.51%-261.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $894 | $2,854-68.7% | $2,721-67.1% | $4,299-79.2% |
| Participant deferral / active EE | $7,577 | $4,454+70.1% | $4,175+81.5% | $6,507+16.4% |
| Admin fee / account holder | $2,081 | $5,568-62.6% | $5,349-61.1% | $12,624-83.5% |