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 | $44,484 | $111,754-60.2% | $103,333-57.0% | $145,922-69.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.20% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,179 | $4,212-48.3% | $3,868-43.7% | $4,660-53.2% |
| Participant deferral / active EE | $3,088 | $5,619-45.0% | $5,057-38.9% | $6,688-53.8% |
| Admin fee / account holder | $4,166 | $9,750-57.3% | $8,355-50.1% | $13,397-68.9% |