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 | $33,374 | $124,425-73.2% | $112,040-70.2% | $137,256-75.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 36.53% | 24.72%+11.8pp | 24.52%+12.0pp | 220.34%-183.8pp |
| Employer contribution / active EE | $3,643 | $3,411+6.8% | $2,954+23.3% | $4,156-12.3% |
| Participant deferral / active EE | $5,323 | $5,718-6.9% | $5,098+4.4% | $6,407-16.9% |
| Admin fee / account holder | $620 | $15,207-95.9% | $12,098-94.9% | $12,270-95.0% |