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 | $20,681 | $95,266-78.3% | $82,389-74.9% | $142,382-85.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.06% | 25.74%-7.7pp | 28.67%-10.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,609 | $2,991+20.7% | $2,517+43.4% | $4,299-16.1% |
| Participant deferral / active EE | $5,050 | $4,809+5.0% | $4,155+21.6% | $6,507-22.4% |
| Admin fee / account holder | $2,115 | $8,563-75.3% | $7,231-70.8% | $12,624-83.2% |