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 10-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 | $41,648 | $74,888-44.4% | $71,209-41.5% | $142,382-70.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.90% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,113 | $2,854+9.1% | $2,721+14.4% | $4,299-27.6% |
| Participant deferral / active EE | $8,519 | $4,454+91.3% | $4,175+104.0% | $6,507+30.9% |
| Admin fee / account holder | $26,284 | $5,568+372.0% | $5,349+391.4% | $12,624+108.2% |