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 | $36,901 | $93,571-60.6% | $135,903-72.8% | $75,163-50.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.22% | 30.90%-4.7pp | 68.23%-42.0pp | 160.62%-134.4pp |
| Employer contribution / active EE | $2,810 | $3,537-20.5% | $4,856-42.1% | $2,670+5.3% |
| Participant deferral / active EE | $5,894 | $6,404-8.0% | $7,758-24.0% | $4,125+42.9% |
| Admin fee / account holder | $2,055 | $6,975-70.5% | $10,762-80.9% | $5,651-63.6% |