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 | $73,560 | $176,056-58.2% | $159,436-53.9% | $167,490-56.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.50% | 331.75%-311.2pp | 263.57%-243.1pp | 478.56%-458.1pp |
| Employer contribution / active EE | $2,817 | $5,297-46.8% | $4,829-41.7% | $4,837-41.8% |
| Participant deferral / active EE | $5,832 | $7,750-24.7% | $7,352-20.7% | $6,341-8.0% |
| Admin fee / account holder | $20,413 | $12,554+62.6% | $10,799+89.0% | $12,309+65.8% |