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 7-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 | $40,301 | $72,071-44.1% | $68,368-41.1% | $137,256-70.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.40% | 353.14%-335.7pp | 292.57%-275.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,004 | $2,788-64.0% | $2,649-62.1% | $4,156-75.9% |
| Participant deferral / active EE | $1,108 | $4,410-74.9% | $4,123-73.1% | $6,407-82.7% |
| Admin fee / account holder | $5,017 | $5,336-6.0% | $5,150-2.6% | $12,270-59.1% |