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 | $16,297 | $74,888-78.2% | $71,209-77.1% | $142,382-88.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.57% | 345.14%-331.6pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,367 | $2,854-52.1% | $2,721-49.7% | $4,299-68.2% |
| Participant deferral / active EE | $2,113 | $4,454-52.6% | $4,175-49.4% | $6,507-67.5% |
| Admin fee / account holder | $5,736 | $5,568+3.0% | $5,349+7.2% | $12,624-54.6% |