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 8-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 | $58,171 | $74,888-22.3% | $71,209-18.3% | $142,382-59.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.51% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,490 | $2,854+57.3% | $2,721+65.0% | $4,299+4.4% |
| Participant deferral / active EE | $12,954 | $4,454+190.8% | $4,175+210.3% | $6,507+99.1% |
| Admin fee / account holder | $1,243 | $5,568-77.7% | $5,349-76.8% | $12,624-90.2% |