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 5-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 | $52,035 | $104,974-50.4% | $95,585-45.6% | $142,382-63.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.30% | 210.33%-189.0pp | 38.56%-17.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,567 | $2,779-7.6% | $2,527+1.6% | $4,299-40.3% |
| Participant deferral / active EE | $8,030 | $4,352+84.5% | $4,023+99.6% | $6,507+23.4% |
| Admin fee / account holder | $361 | $6,386-94.3% | $6,127-94.1% | $12,624-97.1% |