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 8-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 | $53,532 | $111,814-52.1% | $103,374-48.2% | $145,959-63.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.99% | 24.77%-12.8pp | 24.89%-12.9pp | 561.95%-550.0pp |
| Employer contribution / active EE | $4,189 | $4,214-0.6% | $3,869+8.3% | $4,661-10.1% |
| Participant deferral / active EE | $4,189 | $5,618-25.4% | $5,058-17.2% | $6,689-37.4% |
| Admin fee / account holder | $6,259 | $9,754-35.8% | $8,394-25.4% | $13,398-53.3% |