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 | $20,876 | $74,888-72.1% | $71,209-70.7% | $142,382-85.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.63% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,119 | $2,854+44.3% | $2,721+51.4% | $4,299-4.2% |
| Participant deferral / active EE | $6,854 | $4,454+53.9% | $4,175+64.2% | $6,507+5.3% |
| Admin fee / account holder | $1,228 | $5,568-78.0% | $5,349-77.0% | $12,624-90.3% |