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 | $44,082 | $114,381-61.5% | $107,525-59.0% | $142,382-69.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.46% | 242.71%-224.2pp | 181.32%-162.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,564 | $4,015-11.2% | $3,754-5.1% | $4,299-17.1% |
| Participant deferral / active EE | $4,423 | $5,564-20.5% | $5,116-13.5% | $6,507-32.0% |
| Admin fee / account holder | $342 | $9,860-96.5% | $8,919-96.2% | $12,624-97.3% |