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 4-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 | $34,713 | $74,888-53.6% | $71,209-51.3% | $142,382-75.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.90% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,283 | $2,854+15.0% | $2,721+20.6% | $4,299-23.6% |
| Participant deferral / active EE | $6,857 | $4,454+53.9% | $4,175+64.2% | $6,507+5.4% |
| Admin fee / account holder | $7,640 | $5,568+37.2% | $5,349+42.8% | $12,624-39.5% |