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 7-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 | $54,282 | $74,888-27.5% | $71,209-23.8% | $142,382-61.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.65% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,390 | $2,854-16.3% | $2,721-12.2% | $4,299-44.4% |
| Participant deferral / active EE | $4,025 | $4,454-9.7% | $4,175-3.6% | $6,507-38.2% |
| Admin fee / account holder | $4,653 | $5,568-16.4% | $5,349-13.0% | $12,624-63.1% |