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 | $24,368 | $133,922-81.8% | $116,228-79.0% | $142,382-82.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.75% | 147.76%-138.0pp | 90.06%-80.3pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,830 | $3,446-46.9% | $2,994-38.9% | $4,299-57.4% |
| Participant deferral / active EE | $2,999 | $5,672-47.1% | $4,953-39.4% | $6,507-53.9% |
| Admin fee / account holder | $7,695 | $14,945-48.5% | $11,989-35.8% | $12,624-39.0% |