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 | $28,308 | $48,795-42.0% | $65,493-56.8% | $84,808-66.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.18% | 20.20%-4.0pp | 982.45%-966.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,477 | $1,930+28.4% | $2,574-3.8% | $2,631-5.8% |
| Participant deferral / active EE | $3,349 | $2,928+14.4% | $3,961-15.5% | $4,212-20.5% |
| Admin fee / account holder | $1,330 | $3,877-65.7% | $5,028-73.6% | $7,344-81.9% |