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 | $30,659 | $133,922-77.1% | $116,228-73.6% | $142,382-78.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.56% | 147.76%-134.2pp | 90.06%-76.5pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,805 | $3,446-47.6% | $2,994-39.7% | $4,299-58.0% |
| Participant deferral / active EE | $3,234 | $5,672-43.0% | $4,953-34.7% | $6,507-50.3% |
| Admin fee / account holder | $11,910 | $14,945-20.3% | $11,989-0.7% | $12,624-5.7% |