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 | $37,681 | $162,781-76.9% | $133,956-71.9% | $158,922-76.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.94% | 41.94%-22.0pp | 45.09%-25.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,372 | $4,975-52.3% | $3,919-39.5% | $4,761-50.2% |
| Participant deferral / active EE | $5,540 | $5,911-6.3% | $5,048+9.8% | $5,982-7.4% |
| Admin fee / account holder | $19,836 | $11,736+69.0% | $8,927+122.2% | $11,246+76.4% |