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 6-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 | $41,673 | $106,515-60.9% | $96,683-56.9% | $139,434-70.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.72% | 38.43%-9.7pp | 35.69%-7.0pp | 372.94%-344.2pp |
| Employer contribution / active EE | $6,446 | $4,103+57.1% | $3,737+72.5% | $4,751+35.7% |
| Participant deferral / active EE | $3,876 | $5,454-28.9% | $4,878-20.5% | $6,710-42.2% |
| Admin fee / account holder | $1,270 | $7,877-83.9% | $6,730-81.1% | $11,403-88.9% |